Plan Ledger DOL Form 5500 · updated monthly

Compassionate Home Health Care I401(k)

COMPASSIONATE HOME HEALTH RESIDENTIAL SERVICES INC. 401K P · TOWSON, MD · plan year 2024

Reported admin expense ratio · 2024
0.20%

Compassionate Home Health Care I reported $297 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,656th of 1,671), and 11,717th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$150,843
Participants with balances193
Active participants236
Employer contributions—
Employee contributions$153,139
Employer contribution per active participant—
Average account balance$782
Benefits paid to participants$1,944
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$212
Investment management$85
Total administrative$297
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$244
ADP BROKER-DEALERindirect comp
MORNINGSTAR RETIREMENT MANAGER · Investment advisory (participants) · 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 history1
2024$297 · 0.20%
Similar plansHealth Care & Social Assistance · Maryland
Serenity Home Care LLC MD$225K · 3.01%
Chrysalis House Inc MD$207K · 0.92%
Corewood Care, LLC MD$148K · 2.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 320402126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.