Plan Ledger DOL Form 5500 · updated monthly

Holistic Care Home Health Agency, Inc.401(k)

HOLISTIC CARE HOME HEALTH AGENCY, INC. 401(K) PLAN · EL PASO, TX · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

Holistic Care Home Health Agency, Inc. reported $471 in plan administrative expenses for 2022: 0.53% of average plan assets, below the peer median. Employer contributions averaged $28 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 1 year on file its reported administrative ratio rose from 0.53% to 0.93%. 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 Texas (5,633rd of 5,688), and 11,784th of 11,911 in health care & social assistance. In 2022, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 248 to 209 since 2021.

Plan summary
Net assets, end of year$95,919
Participants with balances14
Active participants209
Employer contributions$5,794
Employee contributions$10,410
Employer contribution per active participant$28
Average account balance$6,851
Plan auditUnmodified (clean) audit opinion
AuditorHANCOCK, ASKEW & CO, LLP
Plan history4
Yearassets · accounts · employer contribution
2024$0
2023$94K · 199 accts
2022$96K · 14 accts · $6K emplr
2021$80K · $80K emplr
Administrative expenses, itemized · 2022
Professional / advisory$471
Total administrative$471
The Holistic Care Home Health Agency, Inc. 401(k) match · 2022
Employer contribution per active participant$28
Median for plans this size$331
2022$28 per active participant
2021$323 per active participant

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

Recordkeeper by year2
2024THE RETIREMENT ADVANTAGE INC
2023THE RETIREMENT ADVANTAGE INC

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

Administrative cost history4
2024Not separately reported
2023$886 · 0.93%
2022$471 · 0.53%
2021Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 261232528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.