Plan Snapshot
- Plan Sponsor: Holistic Care Home Health Agency, INC.
- Sponsor EIN: 261232528
- Sponsor Address: 11351 JAMES WATT DRIVE BLDG B, EL PASO, TX, 79936
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 200 | $94,065 | $0 | $0 |
| 2022 | 209 | $95,919 | $5,794 | $10,410 |
| 2021 | 248 | $80,181 | $0 | $0 |
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 |
|---|---|---|---|---|
| HANCOCK, ASKEW & CO, LLP | 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 | $33,416 | — | — | — | — |
| 2023 | $886 | — | — | — | — |
| 2022 | $471 | — | — | — | $471 |
| 2021 | — | — | — | — | — |