Plan Snapshot
- Plan Sponsor: Partners In Home Care, INC.
- Sponsor EIN: 810425934
- Sponsor Address: 2673 PALMER STREET, SUITE 201, MISSOULA, MT, 59808
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $11.8M
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 | 178 | $11.8M | $409,326 | $1.0M |
| 2023 | 185 | $10.7M | $455,603 | $994,419 |
| 2022 | 222 | $9.0M | $325,008 | $913,175 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $83,158 | — | $5,529 | — | — |
| 2023 | $70,117 | — | $44,354 | — | — |
| 2022 | $53,048 | — | — | — | $53,048 |