Plan Snapshot
- Plan Sponsor: Passion Home Health Solutions LLC
- Sponsor EIN: 832765213
- Sponsor Address: 1880 HOWARD AVE, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $263,182
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 199 | $263,182 | $0 | $95,343 |
| 2023 | 126 | $174,835 | $0 | $84,422 |
| 2022 | 100 | $82,462 | $0 | $91,757 |
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 |
|---|---|---|---|---|
| AFFLUENT FINANCIAL SERVICES LLC | 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 | $582 | $166 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |