Plan Snapshot
- Plan Sponsor: Pediatric Home Healthcare, LLC
- Sponsor EIN: 272953708
- Sponsor Address: 1341 W MOCKINGBIRD LN STE 780W, DALLAS, TX, 752476913
- Plan Type: 401(k)
- Total Participants: 1,108
- 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. |
|---|---|---|---|---|
| 2023 | 1,108 | $2.8M | $0 | $724,100 |
| 2022 | 379 | $2.0M | $0 | $688,718 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $46,682 | — | $46,682 |
| HAYS FINANCIAL GROUP | Investment Advisor | $17,778 | — | $17,778 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- HAYS FINANCIAL GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,460
- Estimated Expense Ratio: 2.343% 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 |
|---|---|---|---|---|---|
| 2023 | $33,815 | $10,474 | — | — | — |
| 2022 | $24,546 | — | — | — | — |