Plan Ledger DOL Form 5500 · updated monthly

Home Health United, Inc.403(b)

HOME HEALTH UNITED, INC. 403(B) PLAN · ST. LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Home Health United, Inc. reported $10,915 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 fell from 0.17% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 685th-largest of 1,393 plans among Missouri employers on file, and the 4,356th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$15,680,178
Participants with balances254
Active participants158
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$61,733
Benefits paid to participants$1,673,153
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 220 accts
2023$15.7M · 254 accts
2022$14.9M · 309 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,210
Investment management$403
Total administrative$10,915
Employer contributions to the Home Health United, Inc. plan · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Home Health United, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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$4,726 · 0.03%
2023$10,915 · 0.07%
2022$31,447 · 0.17%
Similar plansHealth Care & Social Assistance · Missouri
Cornerstones of Care MO$18.5M · 0.39%
St. Louis Arc, Inc. MO$18.2M · 0.46%
Metro Imaging, LLC MO$15.7M · 0.48%
Ozarks Community Hospital MO$15.7M · 0.16%
Greater K.C. Linc, Inc MO$15.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391539827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.