# House Calls Home Care Health & Welfare Plan
Source: https://planprovider.pro/companies/house-calls-home-care-270381133-501

> House Calls Home Care's Health & Welfare plan: 2,535 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/house-calls-home-care-270381133-501)

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