# Personal Touch Home Care Of Ny., INC. DC Plan
Source: https://planprovider.pro/companies/personal-touch-home-care-of-ny-inc-plan

> Personal Touch Home Care Of Ny., INC.'s DC plan: 1,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** DC

- **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|

| SECURITIES AMERICA, INC|OTHER SERVICES|—|$25,656|$25,656|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$22,745|—|$22,745|

| OSAIC WEALTH INC|OTHER SERVICES|—|$8,883|$8,883|

| EFPR GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — OTHER SERVICES

- [EFPR GROUP](https://planprovider.pro/provider/efpr-group-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,284

- **Estimated Expense Ratio:** 0.321% 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|$22,745|—|$22,745|—|—|

| 2023|$23,122|—|$23,122|—|—|

| 2022|$30,439|—|$30,439|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/personal-touch-home-care-of-ny-inc-plan)

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