Plan Ledger DOL Form 5500 · updated monthly

Excelin Home Health, LLC401(k)

EXCELIN HOME HEALTH, LLC 401(K) PLAN & TRUST · HALLETTSVILLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Excelin Home Health, LLC reported $72,978 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $707 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 has held roughly steady near 0.81%. 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 Texas (2,993rd of 5,688), and the 5,562nd of 11,911 in health care & social assistance. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has grown from 683 to 786 since 2022.

Plan summary
Net assets, end of year$10,480,439
Participants with balances321
Active participants786
Employer contributions$555,775
Employee contributions$1,345,807
Employer contribution per active participant$707
Average account balance$32,649
Benefits paid to participants$1,279,664
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 321 accts · $556K emplr
2023$7.6M · 261 accts · $497K emplr
2022$5.6M · 227 accts · $428K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,775
Investment management$7,203
Total administrative$72,978
The Excelin Home Health, LLC 401(k) match · 2024
Employer contribution per active participant$707
Median for plans this size$1,313
2024$707 per active participant
2023$467 per active participant
2022$626 per active participant

Excelin Home Health, LLC'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$65,775
USI ADVISORS, INC. · Investment advisory (plan)$7,203
HAUSER RETIREMENT SOLUTIONS 2 LLC · 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 history3
2024$72,978 · 0.81%
2023$54,928 · 0.83%
2022$46,493 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Texas Neurology, P. A. TX$10.7M · 0.14%
Columbus Community Hospital TX$10.6M · 0.46%
Dynamic Access LLC TX$10.5M · 0.27%
Westminster Manor TX$10.4M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822584489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.