Plan Snapshot
- Plan Sponsor: Holiday Home Health Care Corporation Of Evansville
- Sponsor EIN: 351459884
- Sponsor Address: 1202 W. BUENA VISTA ROAD, EVANSVILLE, IN, 47710
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $7.8M
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 | 364 | $7.8M | $70,027 | $558,549 |
| 2023 | 317 | $6.9M | $62,832 | $522,027 |
| 2022 | 317 | $5.6M | $62,543 | $474,600 |
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 |
|---|---|---|---|---|
| HARDING, SHYMANSKI & COMPANY, P.S.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING, SHYMANSKI & COMPANY, P.S.C — Auditor
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 | $11,348 | $2,048 | — | — | — |
| 2023 | $4,907 | $1,183 | — | — | — |
| 2022 | $5,292 | $503 | — | — | — |