Plan Snapshot
- Plan Sponsor: Mays Housecall Home Health, INC.
- Sponsor EIN: 731426551
- Sponsor Address: 801 SOUTHWEST C STREET, ANTLERS, OK, 74523
- Plan Type: 401(k)
- Total Participants: 655
- Total Assets: $10.3M
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 | 655 | $10.3M | $518,114 | $675,074 |
| 2023 | 736 | $8.6M | $470,182 | $622,770 |
| 2022 | 621 | $6.6M | $444,055 | $908,347 |
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 |
|---|---|---|---|---|
| WESTHOFF CPA FIRM, PC | 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 | $9,658 | $132 | $9,526 | — | — |
| 2023 | $6,066 | $68 | $5,998 | — | — |
| 2022 | $7,897 | $17 | $7,880 | — | — |