Plan Snapshot
- Plan Sponsor: One Home Health Agency
- Sponsor EIN: 271314450
- Sponsor Address: 3250 LACEY ROAD, SUITE 710, DOWNERS GROVE, IL, 60515
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $2.8M
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 | 134 | $2.8M | $0 | $375,866 |
| 2023 | 150 | $2.7M | $0 | $554,727 |
| 2022 | 167 | $2.2M | $17,422 | $650,967 |
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 |
|---|---|---|---|---|
| PORTE BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN — 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 | $14,792 | $10,829 | $3,963 | — | — |
| 2023 | $12,589 | $9,293 | $3,296 | — | — |
| 2022 | $12,139 | $8,310 | $3,829 | — | — |