Plan Ledger DOL Form 5500 · updated monthly

Advantage Home Health Care, Inc.401(k)

ADVANTAGE HOME HEALTH CARE, INC. 401(K) PLAN · MUNCIE, IN · plan year 2023

Reported admin expense ratio · 2023
2.33%

Advantage Home Health Care, Inc. reported $29,504 in plan administrative expenses for 2023: 2.33% of average plan assets, higher than ~90% of peers. 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.

Across the 2 years on file its reported administrative ratio rose from 2.03% to 2.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,466th of 1,562), and 10,625th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,307,808
Participants with balances119
Active participants182
Employer contributions—
Employee contributions$73,669
Employer contribution per active participant—
Average account balance$10,990
Benefits paid to participants$183,129
Plan auditUnmodified (clean) audit opinion
AuditorWHITINGER & CO., LLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 111 accts
2023$1.3M · 119 accts
2022$1.2M · 118 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,504
Total administrative$29,504
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MERRILL LYNCH · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$28,296 · 2.25%
2023$29,504 · 2.33%
2022$30,354 · 2.03%
Similar plansHealth Care & Social Assistance · Indiana
Community Healthnet Inc. IN$1.5M · 0.19%
Campagna Academy, Inc. IN$1.4M · 1.56%
Tangram Inc. IN$1.3M · 1.00%
Repucare, Inc. IN$1.3M · 1.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351911150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.