Plan Ledger DOL Form 5500 · updated monthly

Harmony Home Health Services LLC401(k)

HARMONY HOME HEALTH SERVICES 401K PLAN · MURRAY, UT · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Harmony Home Health Services LLC reported $24,673 in plan administrative expenses for 2024: 0.56% of average plan assets, above 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 0.45% to 0.56%. 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 Utah (633rd of 848), and 8,205th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,522,514
Participants with balances99
Active participants260
Employer contributions$0
Employee contributions$143,483
Employer contribution per active participant$0
Average account balance$45,682
Benefits paid to participants$397,901
Plan auditUnmodified (clean) audit opinion
AuditorCOOPER SAVAS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 99 accts
2023$4.3M · 106 accts
2022$3.8M · 120 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$672
Investment management$20,693
Audit (IQPA)$3,308
Total administrative$24,673
The Harmony Home Health Services LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Harmony Home Health Services 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$897
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (participants) · Investment advisory (plan)$16,314

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,673 · 0.56%
2023$20,316 · 0.50%
2022$19,111 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Carexm, LLC UT$4.7M · 1.10%
Aegis Management, LLC UT$4.6M · 1.17%
Cd Newco, LLC UT$4.6M · 0.65%
Aspiro Group Inc UT$3.6M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841396314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.