# First Call Home Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/first-call-home-health-llc-401k-plan

> First Call Home Health, LLC's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Call Home Health, LLC

- **Sponsor EIN:** 753085499

- **Sponsor Address:** 2608 CASCADIA INDUSTRIAL ST. SE, SALEM, OR, 97302

- **Plan Type:** 401(k)

- **Total Participants:** 141

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|141|$4.9M|$225,691|$568,742|

| 2023|138|$4.0M|$200,247|$482,485|

| 2022|120|$3.1M|$157,391|$412,275|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BDMP ASSURANCE, LLP|Auditor|$22,619|—|$22,619|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDMP ASSURANCE, LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,619

- **Estimated Expense Ratio:** 0.466% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$86,177|$22,203|$41,355|$22,619|—|

| 2023|$49,174|$16,800|$32,374|—|—|

| 2022|$62,649|—|$62,649|—|—|

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