Plan Ledger DOL Form 5500 · updated monthly

Delia Maria Home Care Agency LLC401(k)

DELIA MARIA HOME CARE AGENCY LLC 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Delia Maria Home Care Agency LLC reported $1,515 in plan administrative expenses for 2024: 0.61% of average plan assets, below the peer median. Employer contributions averaged $0 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 rose from 0.12% to 0.61%. 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 Pennsylvania (3,596th of 3,651), and 11,576th of 11,911 in health care & social assistance. active participation has shrunk from 214 to 107 since 2022.

Plan summary
Net assets, end of year$299,651
Participants with balances105
Active participants107
Employer contributions$0
Employee contributions$103,198
Employer contribution per active participant$0
Average account balance$2,854
Benefits paid to participants$25,974
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$300K · 105 accts
2023$197K · 108 accts
2022$82K · 113 accts
Administrative expenses, itemized · 2024
Investment management$1,515
Total administrative$1,515
The Delia Maria Home Care Agency LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Delia Maria Home Care Agency LLC's 2024 employer contribution ran below the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,515 · 0.61%
2023$617 · 0.44%
2022$95 · 0.12%
Similar plansHealth Care & Social Assistance · Pennsylvania
Gwynedd Healthcare LLC PA$349K · 1.02%
Relevant Home Care Inc. PA$244K · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465286252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.