Plan Ledger DOL Form 5500 · updated monthly

Homecare Software Solutions, LLC dba Hha Exchange401(k)

HOMECARE SOFTWARE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Homecare Software Solutions, LLC dba Hha Exchange reported $8,275 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,304 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 0.08% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (2,947th of 5,648), and 6,530th of 11,654 in professional & technical services. In 2024, employees put in $4.52 for every $1.00 the employer contributed; active participation has grown from 364 to 414 since 2022.

Plan summary
Net assets, end of year$15,208,912
Participants with balances329
Active participants414
Employer contributions$539,896
Employee contributions$2,438,260
Employer contribution per active participant$1,304
Average account balance$46,228
Benefits paid to participants$1,454,216
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 329 accts · $540K emplr
2023$11.3M · 296 accts · $463K emplr
2022$7.8M · 291 accts · $457K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,275
Total administrative$8,275
The Homecare Software Solutions, LLC dba Hha Exchange 401(k) match · 2024
Employer contribution per active participant$1,304
Median for plans this size$2,416
2024$1,304 per active participant
2023$1,608 per active participant
2022$1,255 per active participant

Homecare Software Solutions, LLC dba Hha Exchange's 2024 employer contribution ran below the $2,416 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 · 20242
ASSOCIATED PENSION CONSULTANTS · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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$8,275 · 0.06%
2023$6,985 · 0.07%
2022$5,515 · 0.08%
Same employer
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Synacor, Inc NY$15.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331176664 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.