Plan Ledger DOL Form 5500 · updated monthly

Holiday Home Health Care Corporation of Evansville401(k)

HOLIDAY HEALTH CARE 401(K) PROFIT SHARING PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Holiday Home Health Care Corporation of Evansville reported $11,348 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $192 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 0.08% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Indiana (999th of 1,562), and 1,654th of 2,199 in information & media. In 2024, employees put in $7.98 for every $1.00 the employer contributed; active participation has grown from 317 to 364 since 2022.

Plan summary
Net assets, end of year$7,844,595
Participants with balances177
Active participants364
Employer contributions$70,027
Employee contributions$558,549
Employer contribution per active participant$192
Average account balance$44,320
Benefits paid to participants$844,821
Plan auditUnmodified (clean) audit opinion
AuditorHARDING, SHYMANSKI & COMPANY, P.S.C
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 177 accts · $70K emplr
2023$6.9M · 179 accts · $63K emplr
2022$5.6M · 173 accts · $63K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,300
Investment management$2,048
Total administrative$11,348
The Holiday Home Health Care Corporation of Evansville 401(k) match · 2024
Employer contribution per active participant$192
Median for plans this size$1,313
2024$192 per active participant
2023$198 per active participant
2022$197 per active participant

Holiday Home Health Care Corporation of Evansville'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,300

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$11,348 · 0.15%
2023$4,907 · 0.08%
2022$5,292 · 0.08%
Same employer
Similar plansInformation & Media · Indiana
Onecause, Inc. IN$14.5M · 0.25%
Author Solutions, LLC IN$6.7M · 0.02%
Zylo, Inc. IN$6.0M · 0.36%
The Collins Group, Inc. IN$3.1M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351459884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.