# Homecare Software Solutions, LLC Dba Hha Exchange 401(k) Plan
Source: https://planprovider.pro/companies/homecare-software-solutions-llc-dba-hha-exchange-401k-plan

> Homecare Software Solutions, LLC Dba Hha Exchange's 401(k) plan: 414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ASSOCIATED PENSION CONSULTANTS|THIRD PARTY ADMIN|—|$6,204|$6,204|

| 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:** $6,204

- **Estimated Expense Ratio:** 0.041% 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|$8,275|—|$8,275|—|—|

| 2023|$6,985|—|$6,985|—|—|

| 2022|$5,515|—|$5,515|—|—|

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