Plan Ledger DOL Form 5500 · updated monthly

Fedelta Home Care LLC401(k)

FEDELTA HOME CARE LLC 401(K) PROFIT SHARING PLAN & TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
2.07%

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

Fedelta Home Care LLC reported $25,232 in plan administrative expenses for 2024: 2.07% of average plan assets, higher than ~90% of peers. Employer contributions averaged $149 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 2.84% to 2.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Washington (1,612th of 1,714), and 2,991st of 3,341 in other services. In 2024, employees put in $3.37 for every $1.00 the employer contributed; active participation has grown from 274 to 442 since 2022.

Plan summary
Net assets, end of year$1,384,900
Participants with balances182
Active participants442
Employer contributions$65,781
Employee contributions$221,864
Employer contribution per active participant$149
Average account balance$7,609
Benefits paid to participants$97,927
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 182 accts · $66K emplr
2023$1.1M · 164 accts · $94K emplr
2022$626K · 123 accts · $71K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,232
Total administrative$25,232
The Fedelta Home Care LLC 401(k) match · 2024
Employer contribution per active participant$149
Median for plans this size$1,313
2024$149 per active participant
2023$356 per active participant
2022$258 per active participant

Fedelta Home Care LLC's 2024 employer contribution ran below the $1,313 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.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$14,012
CAPSTONE WEALTH ADVISORS · Investment advisory (participants)$8,724

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

Recordkeeper by year2
2024Paychex
2023CAPSTONE WEALTH ADVISORS, Paychex

This plan has changed recordkeepers within these filings. If you left Fedelta Home Care LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,232 · 2.07%
2023$21,914 · 2.61%
2022$20,413 · 2.84%
Similar plansOther Services · Washington
Olympic Moving & Storage WA$2.0M · 0.54%
Elysian One, Inc. WA$476K · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264058534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.