Plan Snapshot
- Plan Sponsor: House Calls Home Care
- Sponsor EIN: 270381133
- Sponsor Address: 1950 FULTON STREET, BROOKLYN, NY, 11233
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,535
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,535 | $11.7M | $3.0M | $110,816 |
| 2023 | 2,828 | $11.2M | $5.0M | $78,963 |
| 2022 | 2,773 | $12.0M | $3.1M | $56,878 |
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 |
|---|---|---|---|---|
| TOTAL PLAN CONCEPTS | Recordkeeper | $1,373,853 | — | $1,373,853 |
| SBH FINANCIAL GROUP LLC | Investment Advisor | — | $549,490 | $549,490 |
| PERR&KNIGHT | Actuary | $25,531 | — | $25,531 |
| GRANDVIEW BROKERAGE, INC. | Investment Advisor | $18,972 | — | $18,972 |
| FASTEN HALBERSTAM LLP | Auditor | $16,500 | — | $16,500 |
| SMITH RX | Other Service Provider | $9,320 | — | $9,320 |
| COLIN GOLD | Custodian / Trustee | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FASTEN HALBERSTAM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,001,666
- Estimated Expense Ratio: 17.180% 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 | $1,452,676 | — | $1,383,173 | $16,500 | — |
| 2023 | $2,444,233 | — | $2,377,570 | $23,500 | — |
| 2022 | $2,476,806 | — | $2,421,137 | — | $37,323 |