Plan Snapshot
- Plan Sponsor: Helping U Homecare, INC.
- Sponsor EIN: 475176957
- Sponsor Address: 1897 3RD AVENUE, NEW YORK, NY, 10029
- Plan Type: DC
- Total Participants: 831
- Total Assets: $648,497
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 831 | $648,497 | $0 | $373,651 |
| 2023 | 568 | $346,942 | $0 | $345,486 |
| 2022 | 510 | $30,555 | $0 | $30,788 |
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 |
|---|---|---|---|---|
| TRAILBREAKER ACCOUNTING | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $85,356 | $888 | — | — | — |
| 2023 | $20,420 | $1,500 | — | — | — |
| 2022 | — | — | — | — | — |