Plan Ledger DOL Form 5500 · updated monthly

First Call Home Health, LLC401(k)

FIRST CALL 401K PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
1.94%

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

First Call Home Health, LLC reported $86,177 in plan administrative expenses for 2024: 1.94% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,601 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 1.94%. 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 Oregon (765th of 1,021), and 7,994th of 11,911 in health care & social assistance. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has grown from 120 to 141 since 2022.

Plan summary
Net assets, end of year$4,854,065
Participants with balances136
Active participants141
Employer contributions$225,691
Employee contributions$568,742
Employer contribution per active participant$1,601
Average account balance$35,692
Benefits paid to participants$445,705
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 136 accts · $226K emplr
2023$4.0M · 134 accts · $200K emplr
2022$3.1M · 114 accts · $157K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,355
Investment management$22,203
Audit (IQPA)$22,619
Total administrative$86,177
The First Call Home Health, LLC 401(k) match · 2024
Employer contribution per active participant$1,601
Median for plans this size$1,313
2024$1,601 per active participant
2023$1,451 per active participant
2022$1,312 per active participant

First Call Home Health, LLC's 2024 employer contribution ran above 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$32,912
BERRY DUNN MCNEIL & PARK · Accounting / audit$22,619
TRUE PRIVATE WEALTH ADVISORS · Investment advisory (plan)$22,203
PROFESSIONAL BENEFIT SERVICES · Accounting / audit · Other services$8,443

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$86,177 · 1.94%
2023$49,174 · 1.37%
2022$62,649 · 1.86%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
St. Mary's Home OR$5.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753085499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.