Personalize Home Care Service 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Personalize Home Care Service
  • Sponsor EIN: 810679651
  • Sponsor Address: 28021 SOUTHFIELD RD # 200, LATHRUP VILLAGE, MI, 480762816
  • Plan Type: 401(k)
  • Total Participants: 114
  • Total Assets: $753,552

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025114$753,552$11,440$31,135
202355$466,477$12,458$30,091
202281$370,288$43,969$30,962

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