Plan Snapshot
- Plan Sponsor: Suburban Home Health Care, INC
- Sponsor EIN: 042756127
- Sponsor Address: 1050 COMMONWEALTH AVENUE, BOSTON, MA, 02215
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 753
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 753 | $16.7M | $0 | $0 |
| 2024 | 705 | $14.4M | $125,468 | $1.1M |
| 2023 | 685 | $12.6M | $128,812 | $1.1M |
| 2022 | 635 | $10.8M | $126,553 | $1.1M |
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 |
|---|---|---|---|---|
| NATIONWIDE | Custodian / Trustee | $56,759 | — | $56,759 |
| HIGHTOWER ADVISORS, LLC | Investment Advisor | $29,581 | — | $29,581 |
| THE PENSION SERVICE | Recordkeeper | $5,700 | $7,621 | $13,321 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,661
- Estimated Expense Ratio: 0.598% 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 |
|---|---|---|---|---|---|
| 2025 | $884,317 | — | — | — | — |
| 2024 | $70,340 | — | — | — | — |
| 2023 | $65,172 | — | — | — | — |
| 2022 | $60,230 | — | — | — | — |