Plan Ledger DOL Form 5500 · updated monthly

A Physicians Home Care LLC401(k)

A PHYSICIANS HOME CARE LLC 401(K) PROFIT SHARING PLAN & TRUST · COLORADO SPRINGS, CO · plan year 2022

Reported admin expense ratio · 2022
2.23%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

A Physicians Home Care LLC reported $5,473 in plan administrative expenses for 2022: 2.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,413th of 1,461), and 11,460th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$402,032
Participants with balances72
Active participants607
Employer contributions$0
Employee contributions$340,191
Employer contribution per active participant$0
Average account balance$5,584
Benefits paid to participants$3,940
Plan auditUnmodified (clean) audit opinion
AuditorMIKE AVERSANO CPA, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,473
Total administrative$5,473
The A Physicians Home Care LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

A Physicians Home Care LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,473 · 2.23%
Same employer
Similar plansProfessional & Technical Services · Colorado
Altitude Energy LLC CO$1.1M · 1.33%
Cience Technologies Inc. CO$539K · 0.55%
Ljt & Associates, Inc. CO$289K · 6.46%
Mps Management LLC CO$245K · 2.48%
Jcj National Security LLC CO$212K · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814726852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.