# Prohealth Home Care INC 401(k) Plan
Source: https://planprovider.pro/companies/prohealth-home-care-inc-401k-plan

> Prohealth Home Care INC's 401(k) plan: 427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — 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|—|—|

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