Plan Ledger DOL Form 5500 · updated monthly

All Heart Home Care Agency, Inc.Profit-sharing plan

ALL HEART HOME CARE AGENCY, INC. 401(K) PLAN · BROOKLYN, NY · plan year 2025

Reported admin expense ratio · 2025
1.73%

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

All Heart Home Care Agency, Inc. reported $44,609 in plan administrative expenses for 2025: 1.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $141 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.

Across the 3 years on file its reported administrative ratio fell from 2.39% to 1.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,961st of 5,648), and 9,434th of 11,911 in health care & social assistance. In 2025, employees put in $1.49 for every $1.00 the employer contributed; active participation has shrunk from 1,003 to 781 since 2022.

Plan summary
Net assets, end of year$2,763,411
Participants with balances176
Active participants781
Employer contributions$110,504
Employee contributions$165,103
Employer contribution per active participant$141
Average account balance$15,701
Benefits paid to participants$247,753
Plan auditDisclaimer of opinion
AuditorBAS PARTNERS, D/B/A A. PORTER CPA
Plan history4
Yearassets · accounts · employer contribution
2025$2.8M · 176 accts · $111K emplr
2024$2.4M · 210 accts · $106K emplr
2023$2.1M · 247 accts · $226K emplr
2022$1.5M · 343 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$44,609
Total administrative$44,609
Employer contributions to the All Heart Home Care Agency, Inc. plan · 2025
Employer contribution per active participant$141
Median for plans this size$1,464
2025$141 per active participant
2024$92 per active participant
2023$216 per active participant

All Heart Home Care Agency, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,458
ORENDA RETIREMENT LLC · Contract administrator · Other services$6,150
NORTHWESTERN MUTUAL INVESTMENT SERV · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)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 history4
2025$44,609 · 1.73%
2024$45,787 · 2.05%
2023$43,410 · 2.40%
2022$40,800 · 2.39%
Similar plansHealth Care & Social Assistance · New York
Ali Forney Center NY$2.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460849637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.