Plan Ledger DOL Form 5500 · updated monthly

Home Health Care of Middle Tn, LLC401(k)

ALL HEART HOME CARE 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.54%

Home Health Care of Middle Tn, LLC reported $6,542 in plan administrative expenses for 2024: 0.54% of average plan assets, above 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.

Across the 2 years on file its reported administrative ratio rose from 0.30% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,380th of 1,496), and 10,703rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,226,123
Participants with balances106
Active participants167
Employer contributions—
Employee contributions$200,453
Employer contribution per active participant—
Average account balance$11,567
Benefits paid to participants$269,124
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 106 accts
2023$1.2M · 180 accts
2022$1.0M · 166 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,542
Total administrative$6,542
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 · 20242
ERISA SERVICES, INC. · Contract administrator$4,947

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$6,542 · 0.54%
2023$2,200 · 0.20%
2022$3,496 · 0.30%
Similar plansHealth Care & Social Assistance · Tennessee
Hilltoppers Inc TN$1.3M · 1.08%
Legacy Senior Living, LLC TN$1.2M · 1.51%
Careharmony, Inc. TN$1.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621849121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.