Plan Snapshot
- Plan Sponsor: Kids First Pediatric Homecare
- Sponsor EIN: 273443875
- Sponsor Address: 1003 BECKETT STE 210, SAN ANTONIO, TX, 78213
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 288 | $1.9M | $0 | $19,129 |
| 2023 | 294 | $1.8M | $0 | $29,275 |
| 2022 | 40 | $1.8M | $0 | $45,305 |
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 |
|---|---|---|---|---|
| MICHAEL D. BURNETT CPA | 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 | $109,556 | — | $1,256 | — | — |
| 2023 | $212,543 | — | $12,763 | — | — |
| 2022 | $9,356 | — | — | — | — |