Plan Snapshot
- Plan Sponsor: Prohealth Home Care INC
- Sponsor EIN: 421733324
- Sponsor Address: 2700 ZANKER RD STE 180, SAN JOSE, CA, 951342140
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 427 | $4.8M | $0 | $897,174 |
| 2023 | 336 | $3.7M | $0 | $712,571 |
| 2022 | 279 | $2.7M | $0 | $617,042 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $29,537 | — | $29,537 |
| FERMATA 401K, LLC | ADVISOR | $22,347 | — | $22,347 |
| 401K GENERATION | CONTRACT ADMINISTRATOR | $12,702 | — | $12,702 |
| PETER HOLTZ CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,586
- Estimated Expense Ratio: 1.340% 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 | $65,187 | $22,347 | $41,980 | — | — |
| 2023 | $34,473 | $25,919 | $7,694 | — | — |
| 2022 | $29,674 | $13,608 | $16,066 | — | — |