Plan Snapshot
- Plan Sponsor: Homecare Software Solutions, LLC Dba Hha Exchange
- Sponsor EIN: 331176664
- Sponsor Address: 130 WEST 42ND STREET, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 414 | $15.2M | $539,896 | $2.4M |
| 2023 | 288 | $11.3M | $463,144 | $2.3M |
| 2022 | 364 | $7.8M | $456,675 | $2.1M |
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 |
|---|---|---|---|---|
| GRAY, GRAY, & GRAY 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 | $8,275 | — | $8,275 | — | — |
| 2023 | $6,985 | — | $6,985 | — | — |
| 2022 | $5,515 | — | $5,515 | — | — |