# Harmony Home Health Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/harmony-home-health-services-llc-401k-plan

> Harmony Home Health Services LLC's 401(k) plan: 260 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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