Plan Ledger DOL Form 5500 · updated monthly

Lifecare Home Health Intermediate Sub LLC401(k)

LIFECARE HOME HEALTH FAMILY 401(K) RETIREMENT PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
2.34%

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

Lifecare Home Health Intermediate Sub LLC reported $52,616 in plan administrative expenses for 2024: 2.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $198 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 3.44% to 2.34%. 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 Texas (4,689th of 5,688), and 9,515th of 11,911 in health care & social assistance. In 2024, employees put in $8.44 for every $1.00 the employer contributed; active participation has grown from 434 to 577 since 2022.

Plan summary
Net assets, end of year$2,663,537
Participants with balances688
Active participants577
Employer contributions$114,189
Employee contributions$964,268
Employer contribution per active participant$198
Average account balance$3,871
Benefits paid to participants$450,807
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLETON & CO
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 688 accts · $114K emplr
2023$1.8M · 571 accts
2022$863K · 345 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,428
Investment management$9,188
Total administrative$52,616
The Lifecare Home Health Intermediate Sub LLC 401(k) match · 2024
Employer contribution per active participant$198
Median for plans this size$1,313

Lifecare Home Health Intermediate Sub LLC's 2024 employer contribution ran below the $1,313 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 · 20244
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$30,268
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$13,160
OSAIC WEALTH · Investment advisory (plan)$8,106
RPA FINANCIAL LLC · Investment advisory (plan)$1,082

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history3
2024$52,616 · 2.34%
2023$33,687 · 2.49%
2022$18,103 · 3.44%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Aranscia, LLC TX$2.8M · 0.47%
Three Oaks Hospice, Inc. TX$2.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815354112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.