Plan Ledger DOL Form 5500 · updated monthly

Helping U Homecare, Inc.401(k)

HELPING U HOMECARE RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
17.15%

Helping U Homecare, Inc. reported $85,356 in plan administrative expenses for 2024: 17.15% 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.

Across the 1 year on file its reported administrative ratio rose from 10.82% to 17.15%. 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 New York (5,417th of 5,648), and 11,219th of 11,911 in health care & social assistance. active participation has grown from 510 to 831 since 2022.

Plan summary
Net assets, end of year$648,497
Participants with balances743
Active participants831
Employer contributions—
Employee contributions$373,651
Employer contribution per active participant—
Average account balance$873
Benefits paid to participants$39,729
Plan auditUnmodified (clean) audit opinion
AuditorTRAILBREAKER ACCOUNTING
Plan history3
Yearassets · accounts · employer contribution
2024$648K · 743 accts
2023$347K · 636 accts
2022$31K · 381 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,468
Investment management$888
Total administrative$85,356
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$83,580

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$85,356 · 17.15%
2023$20,420 · 10.82%
2022Not separately reported
Similar plansHealth Care & Social Assistance · New York
Centercare Cdpas, LLC NY$659K · 7.40%
Angel Care, Inc. NY$630K · 4.74%
Advanced Home Care, LLC NY$619K · 15.46%
Manhattan Home Care, LTD NY$615K · 5.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475176957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.