Plan Ledger DOL Form 5500 · updated monthly

Dependable Home Health, Inc.401(k)

FOCUS HR, INC. RETIREMENT PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
6.95%

Dependable Home Health, Inc. reported $51,303 in plan administrative expenses for 2024: 6.95% of average plan assets, higher than ~90% 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 Arizona (1,142nd of 1,285), and 10,811th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,105,567
Participants with balances458
Active participants693
Employer contributions—
Employee contributions$839,141
Employer contribution per active participant—
Average account balance$2,414
Benefits paid to participants$154,199
Plan auditUnmodified (clean) audit opinion
AuditorR & A CPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,303
Total administrative$51,303
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
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$36,149
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$15,154

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$51,303 · 6.95%
Similar plansHealth Care & Social Assistance · Arizona
Team 4 Kids, LLC AZ$1.5M · 0.82%
Creative Care, Inc. AZ$1.2M · 1.13%
S.E.E.K. Arizona, LLC AZ$957K · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383641407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.