Plan Ledger DOL Form 5500 · updated monthly

Ageless Living Home Health, LLC401(k)

AGELESS LIVING HOME HEALTH, LLC 401(K) PROFIT SHARING PLAN · ARLINGTON, TX · plan year 2024

Reported admin expense ratio · 2024
4.52%

Ageless Living Home Health, LLC reported $49,514 in plan administrative expenses for 2024: 4.52% 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 fell from 7.10% to 4.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,174th of 5,688), and 10,665th of 11,911 in health care & social assistance. active participation has grown from 673 to 851 since 2022.

Plan summary
Net assets, end of year$1,274,841
Participants with balances118
Active participants851
Employer contributions—
Employee contributions$362,119
Employer contribution per active participant—
Average account balance$10,804
Benefits paid to participants$146,612
Plan auditUnmodified (clean) audit opinion
AuditorPIERCE FIRM, PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$1.3M · 118 accts
2023$917K · 131 accts
2022$582K · 165 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,125
Investment management$3,889
Audit (IQPA)$31,500
Total administrative$49,514
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
PIERCE FIRM PLLC · Accounting / audit$31,500
DEFINITI LLC · Contract administrator$12,380
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$3,889
EMPOWER ADVISORY GROUP LLC · Investment management$911

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

Administrative cost history4
2025Not separately reported
2024$49,514 · 4.52%
2023$35,378 · 4.72%
2022$32,862 · 7.10%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Peoplecare TX$1.3M · 0.21%
Vantage Hospice, LLC TX$1.2M · 2.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273020920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.