# Rtlk, INC. Dba Home Instead Senior Care 401(k) Plan
Source: https://planprovider.pro/companies/rtlk-inc-dba-home-instead-senior-care-401k-plan

> Rtlk, INC. Dba Home Instead Senior Care's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rtlk, INC. Dba Home Instead Senior Care

- **Sponsor EIN:** 830647751

- **Sponsor Address:** 13585 WHITTIER BLVD., SUITE 104, WHITTIER, CA, 90605

- **Plan Type:** 401(k)

- **Total Participants:** 99

- **Total Assets:** $650,211

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|99|$650,211|$58,785|$90,475|

| 2023|121|$455,362|$57,711|$84,853|

| 2022|110|$275,573|$59,927|$100,000|

## 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|

| PENSION ASSURANCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE, LLP](https://planprovider.pro/provider/pension-assurance-llp) — 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|$9,478|$4,024|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rtlk-inc-dba-home-instead-senior-care-401k-plan)

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