Plan Ledger DOL Form 5500 · updated monthly

At Home Care, Inc.403(b)

AT HOME CARE 403(B) PLAN · ONEONTA, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

At Home Care, Inc. reported $1,410 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $669 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 2 years on file its reported administrative ratio fell from 0.06% to 0.03%. 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 New York (4,584th of 5,648), and 8,233rd of 11,911 in health care & social assistance. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has shrunk from 70 to 57 since 2022.

Plan summary
Net assets, end of year$4,475,736
Participants with balances59
Active participants57
Employer contributions$38,151
Employee contributions$118,605
Employer contribution per active participant$669
Average account balance$75,860
Benefits paid to participants$31,066
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 59 accts · $38K emplr
2023$3.7M · 58 accts · $39K emplr
2022$3.4M · 67 accts · $50K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$577
Trustee / custodial$833
Total administrative$1,410
The At Home Care, Inc. 401(k) match · 2024
Employer contribution per active participant$669
Median for plans this size$1,313
2024$669 per active participant
2023$606 per active participant
2022$713 per active participant

At Home Care, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$1,289

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$1,410 · 0.03%
2023$2,168 · 0.06%
2022$2,478 · 0.06%
Similar plansHealth Care & Social Assistance · New York
Alliance Homecare, Inc. NY$4.5M · 0.56%
Ultimate Care, Inc. NY$4.5M · 0.43%
Horizon Health Care NY$4.4M · 0.76%
Special Touch Cdpap, Inc NY$4.4M · 2.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161287069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.