Plan Ledger DOL Form 5500 · updated monthly

J & a Hurley dba Home Instead Senior Care of Schenectady401(k)

HOME INSTEAD SENIOR CARE OF SCHENECTADY 401(K) PLAN · SCHENECTADY, NY · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

J & a Hurley dba Home Instead Senior Care of Schenectady reported $2,191 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $914 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.

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 New York (5,217th of 5,648), and 10,415th of 11,911 in health care & social assistance. In 2022, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,564,372
Participants with balances67
Active participants82
Employer contributions$74,948
Employee contributions$108,823
Employer contribution per active participant$914
Average account balance$23,349
Benefits paid to participants$111,235
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ, SELIG & ZERONDA, CPA'S, L.L.P
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,191
Total administrative$2,191
The J & a Hurley dba Home Instead Senior Care of Schenectady 401(k) match · 2022
Employer contribution per active participant$914
Median for plans this size$1,114

J & a Hurley dba Home Instead Senior Care of Schenectady's 2022 employer contribution ran below the $1,114 median for plans its size. 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.

Administrative cost history1
2022$2,191 · 0.13%
Similar plansHealth Care & Social Assistance · New York
Valera Health, Inc. NY$1.6M · 2.12%
Aptihealth Medical, PLLC NY$1.5M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753255766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.