Plan Snapshot
- Plan Sponsor: Homecare Products, INC.
- Sponsor EIN: 911489412
- Sponsor Address: 1002 15TH STREET SW, SUITE 218, AUBURN, WA, 98001
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $6.4M
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 | 244 | $6.4M | $305,547 | $447,095 |
| 2023 | 225 | $5.3M | $146,049 | $403,472 |
| 2022 | 261 | $5.1M | $149,200 | $414,267 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $19,544 | — | $19,544 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $15,909 | — | $15,909 |
| CORNELL, NEHER & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,453
- Estimated Expense Ratio: 0.553% 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 | $35,453 | $19,544 | — | — | — |
| 2023 | $24,484 | $13,264 | — | — | — |
| 2022 | $13,436 | — | $13,436 | — | — |