Plan Ledger DOL Form 5500 · updated monthly

Hildebrand Home Care Inc.401(k)

HILDEBRAND HOME CARE INC. 401(K) PLAN · CANON CITY, CO · plan year 2022

Reported admin expense ratio · 2022
1.57%

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

Hildebrand Home Care Inc. reported $1,687 in plan administrative expenses for 2022: 1.57% of average plan assets, above the peer median. Employer contributions averaged $259 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,448th of 1,461), and 11,773rd of 11,911 in health care & social assistance. In 2022, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$107,608
Participants with balances1
Active participants64
Employer contributions$16,546
Employee contributions$27,642
Employer contribution per active participant$259
Average account balance$107,608
Benefits paid to participants$2,550
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN KAST RYAN AND COMPANY, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,001
Investment management$686
Total administrative$1,687
The Hildebrand Home Care Inc. 401(k) match · 2022
Employer contribution per active participant$259
Median for plans this size$331

Hildebrand Home Care Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,687 · 1.57%
Similar plansHealth Care & Social Assistance · Colorado
Alpine Homecare, LLC CO$212K · 1.70%
R & R Enterprise LLC dba CO$61K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311624885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.