Plan Snapshot
- Plan Sponsor: Homecare Partners Management LLC
- Sponsor EIN: 842525296
- Sponsor Address: 4655 SALISBURY RD., STE 110, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 1,061
- Total Assets: $18.5M
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 | 1,061 | $18.5M | $339,290 | $3.0M |
| 2023 | 993 | $14.2M | $383,587 | $2.8M |
| 2022 | 1,009 | $9.8M | $578,104 | $2.5M |
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 |
|---|---|---|---|---|
| WALTERS & ASSOCIATES CPA | 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 | $76,183 | $43,502 | — | — | — |
| 2023 | $60,278 | $31,949 | — | — | — |
| 2022 | $46,864 | — | — | — | — |