What are the fees in the Home Care Management, LLC 401(k) plan?

For plan year 2022, Home Care Management, LLC reported $8,768 in plan administrative expenses, or 0.48% of average plan assets — below the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Home Care Management, LLC 401(k)?

The average participant account balance was $47,074 for plan year 2022, based on 34 accounts.

Home Care Management, LLC401(k)

Name: Home Care Management, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

HEALTHEQUITY RETIREMENT SERVICES PLAN-HOME CARE MANAGEMENT, LLC · OREM, UT · plan year 2022

Reported admin expense ratio · 2022

0.48%

Home Care Management, LLC reported $8,768 in plan administrative expenses for 2022: 0.48% of average plan assets, below the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (773rd of 848), and 10,379th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,600,505
Participants with balances34
Active participants94
Employer contributions—
Employee contributions$84,992
Employer contribution per active participant—
Average account balance$47,074
Benefits paid to participants$233,629
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT & STEWART CPA

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$8,001

Investment management$767

Total administrative$8,768

What these fees cost you

Your balance

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$8,768 · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272095225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.