Plan Snapshot
- Plan Sponsor: Personal Touch Home Care Of Ny., INC.
- Sponsor EIN: 112339876
- Sponsor Address: 1985 MARCUS AVE STE 202, LAKE SUCCESS, NY, 110422029
- Plan Type: 401(k)
- Total Participants: 1,519
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,519 | $17.8M | $87,423 | $842,760 |
| 2023 | 6,946 | $17.6M | $463,396 | $777,832 |
| 2022 | 1,602 | $16.3M | $364,269 | $1.3M |
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 |
|---|---|---|---|---|
| EFPR GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP — 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 | $22,745 | — | $22,745 | — | — |
| 2023 | $23,122 | — | $23,122 | — | — |
| 2022 | $30,439 | — | $30,439 | — | — |