# Once Upon A Time Home Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/once-upon-a-time-home-health-llc-401k-plan

> Once Upon A Time Home Health, LLC's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Once Upon A Time Home Health, LLC

- **Sponsor EIN:** 471418847

- **Sponsor Address:** 4211 GARDENDALE, SUITE A-202, SAN ANTONIO, TX, 78229

- **Plan Type:** 401(k)

- **Total Participants:** 100

- **Total Assets:** $551,549

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|100|$551,549|$0|$154,382|

| 2023|136|$375,937|$0|$128,520|

| 2022|119|$206,584|$0|$130,395|

## 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|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## 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|$4,519|—|$4,519|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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