Plan Ledger DOL Form 5500 · updated monthly

Anx Home Healthcare401(k)

ANX HOME HEALTHCARE 401(K) PROFIT SHARING PLAN · BURLINGAME, CA · plan year 2025

Reported admin expense ratio · 2025
1.43%

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

Anx Home Healthcare reported $53,938 in plan administrative expenses for 2025: 1.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2 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 rose from 0.77% to 1.43%. 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 California (7,250th of 9,483), and 8,303rd of 11,911 in health care & social assistance. In 2025, employees put in $2722.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,344,330
Participants with balances180
Active participants145
Employer contributions$285
Employee contributions$775,985
Employer contribution per active participant$2
Average account balance$24,135
Benefits paid to participants$620,446
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY, PLC
Plan history2
Yearassets · accounts · employer contribution
2025$4.3M · 180 accts · $285 emplr
2022$1.7M · 56 accts · $716 emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$53,938
Total administrative$53,938
The Anx Home Healthcare 401(k) match · 2025
Employer contribution per active participant$2
Median for plans this size$1,464
2025$2 per active participant
2022$6 per active participant

Anx Home Healthcare'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 · 20252
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeepingindirect comp
BAUTISTA, CHRIS C · Actuarialindirect 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
2025$53,938 · 1.43%
2022$13,456 · 0.77%
Similar plansHealth Care & Social Assistance · California
Hospice of San Joaquin CA$4.5M · 1.19%
Bh-Sd Opco, LLC CA$4.5M · 0.98%
Cc Amulet Management LLC CA$4.5M · 0.74%
Bonita House, Inc. CA$4.3M · 0.03%
T. E. R. I., Inc. CA$4.3M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 261202987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.