# Optimal Home Care, INC. 401(k) Plan
Source: https://planprovider.pro/companies/optimal-home-care-inc-401k-plan

> Optimal Home Care, INC.'s 401(k) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Optimal Home Care, INC.

- **Sponsor EIN:** 201676501

- **Sponsor Address:** 4380 S. SYRACUSE ST., DENVER, CO, 80237

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

- **Total Participants:** 228

- **Total Assets:** $4.3M

## 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|228|$4.3M|$119,855|$701,455|

| 2023|209|$3.5M|$80,324|$596,319|

| 2022|194|$2.9M|$64,921|$577,732|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$15,819|—|$15,819|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$11,830|—|$11,830|

| WATSON, COON, RYAN LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WATSON, COON, RYAN LLC](https://planprovider.pro/provider/watson-coon-ryan-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,649

- **Estimated Expense Ratio:** 0.636% of plan assets

### 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|$35,107|$11,830|—|—|—|

| 2023|$16,915|$16,915|—|—|—|

| 2022|$31,462|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/optimal-home-care-inc-401k-plan)

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