Plan Snapshot
- Plan Sponsor: Harmony Home Health Services LLC
- Sponsor EIN: 841396314
- Sponsor Address: 5650 SOUTH GREEN STREET, MURRAY, UT, 84123
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $4.5M
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 | 260 | $4.5M | $0 | $143,483 |
| 2023 | 236 | $4.3M | $0 | $180,931 |
| 2022 | 237 | $3.8M | $0 | $195,108 |
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 |
|---|---|---|---|---|
| COOPER SAVAS LLC | Auditor | $3,308 | — | $3,308 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,308
- Estimated Expense Ratio: 0.073% 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 | $24,673 | $20,693 | $672 | $3,308 | — |
| 2023 | $20,316 | $19,133 | $1,183 | — | — |
| 2022 | $19,111 | — | $19,111 | — | — |