Plan Snapshot
- Plan Sponsor: James River Home Health Care, LLC
- Sponsor EIN: 462819181
- Sponsor Address: 9100 ARBORETUM PARKWAY, STE 290, CHESTERFIELD, VA, 23236
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 99
- Total Assets: $0
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 | 99 | $0 | $724,091 | $530,167 |
| 2023 | 100 | $178,314 | $630,745 | $491,654 |
| 2022 | 110 | $17,005 | $0 | $0 |
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 |
|---|---|---|---|---|
| SIMA BENEFITS CONSULTING GROUP, LLC | Investment Advisor | $36,120 | — | $36,120 |
| THE BENECON GROUP | Investment Advisor | $30,766 | — | $30,766 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $13,865 | — | $13,865 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,751
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 | $1,591,202 | — | — | — | — |
| 2023 | $1,016,776 | — | — | — | — |
| 2022 | $1,011,959 | — | — | — | — |