Plan Ledger DOL Form 5500 · updated monthly

Assisted Home Recovery, Inc.401(k)

ASSISTED HOME HEALTH AND HOSPICE 401(K) PLAN · THOUSAND OAKS, CA · plan year 2025

Reported admin expense ratio · 2025
0.56%

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

Assisted Home Recovery, Inc. reported $110,541 in plan administrative expenses for 2025: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,089 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 0.69% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,396th-largest of 9,483 plans among California employers on file, and the 3,445th of 11,911 in health care & social assistance. In 2025, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,012,716
Participants with balances439
Active participants746
Employer contributions$812,480
Employee contributions$1,869,994
Employer contribution per active participant$1,089
Average account balance$50,143
Benefits paid to participants$1,378,562
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN AND VAN TRIGT LLP
Plan history4
Yearassets · accounts · employer contribution
2025$22.0M · 439 accts · $812K emplr
2024$17.8M · 426 accts · $729K emplr
2023$15.3M · 387 accts · $669K emplr
2022$13.1M · 391 accts · $949K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$52,784
Investment management$57,757
Total administrative$110,541
The Assisted Home Recovery, Inc. 401(k) match · 2025
Employer contribution per active participant$1,089
Median for plans this size$2,666
2025$1,089 per active participant
2024$918 per active participant
2023$853 per active participant
2022$1,176 per active participant

Assisted Home Recovery, Inc.'s 2025 employer contribution ran below the $2,666 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
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$52,784
MERRILL LYNCH LIFE AGENCY, INC. · Investment advisory (plan)$57,757

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$110,541 · 0.56%
2024$102,185 · 0.62%
2023$100,106 · 0.70%
2022$90,389 · 0.69%
Same employer
Similar plansHealth Care & Social Assistance · California
Camarena Health CA$22.3M · 0.45%
Pathology Associates CA$22.1M · 0.26%
Mental Health Systems, Inc. CA$22.1M · 0.44%
San Diego Family Care CA$22.0M · 0.26%
Enki Health Services Inc CA$21.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954242428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.