Plan Snapshot
- Plan Sponsor: Spectrum Home Health, INC.
- Sponsor EIN: 812621729
- Sponsor Address: 2915 STRONG AVE., KANSAS CITY, KS, 66106
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $13.1M
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 | 189 | $13.1M | $222,957 | $766,541 |
| 2023 | 182 | $12.0M | $206,911 | $687,551 |
| 2022 | 179 | $10.5M | $215,113 | $687,963 |
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 |
|---|---|---|---|---|
| PICKET, CHANEY & MCMULLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKET, CHANEY & MCMULLEN 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 | $4,930 | $4,930 | — | — | — |
| 2023 | $5,235 | $5,235 | — | — | — |
| 2022 | $2,590 | $2,590 | — | — | — |