Plan Ledger DOL Form 5500 · updated monthly

Amdal in Home Care Inc401(k)

AMDAL IN-HOME CARE · TULARE, CA · plan year 2023

Reported admin expense ratio · 2023
5.52%

Amdal in Home Care Inc reported $4,566 in plan administrative expenses for 2023: 5.52% 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 1 year on file its reported administrative ratio rose from 0.75% to 5.52%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,353rd of 9,483), and 11,788th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$89,528
Participants with balances110
Active participants0
Employer contributions—
Employee contributions$50,987
Employer contribution per active participant—
Average account balance$814
Benefits paid to participants$27,308
Plan auditUnmodified (clean) audit opinion
AuditorDRITSAS GROOM MCCORMICK LLP
Plan history2
Yearassets · accounts · employer contribution
2023$90K · 110 accts
2022$76K · 243 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,566
Total administrative$4,566
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 · 20233
ADP, INC. · Loan processing · Recordkeeping$4,573
ADP BROKER-DEALER · Other servicesindirect comp
AMERIPRISE FINANCIAL SERVICES, INC · Other servicesindirect comp

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

Administrative cost history2
2023$4,566 · 5.52%
2022$402 · 0.75%
Similar plansHealth Care & Social Assistance · California
Needed Respite Care CA$102K · 0.27%
Comfort Keepers Ca CA$87K · 0.13%
Ips Services, Inc. CA$80K · 4.31%
Del Mar Park CA$68K · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330836921 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.