Plan Ledger DOL Form 5500 · updated monthly

Loving Care In-Home Health SerDC plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LOVING CARE IN-HOME HEALTH SERVICES, L.L.C. · NOBLE, OK · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Loving Care In-Home Health Ser reported $1,236 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,297 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 rose from 0.01% to 0.02%. 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 Oklahoma (447th of 724), and 6,473rd of 11,911 in health care & social assistance. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has grown from 65 to 75 since 2022.

Plan summary
Net assets, end of year$7,957,872
Participants with balances145
Active participants75
Employer contributions$97,307
Employee contributions$237,496
Employer contribution per active participant$1,297
Average account balance$54,882
Benefits paid to participants$220,456
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 145 accts · $97K emplr
2023$6.9M · 143 accts · $82K emplr
2022$6.2M · 133 accts · $90K emplr
Employer contributions to the Loving Care In-Home Health Ser plan · 2024
Employer contribution per active participant$1,297
Median for plans this size$1,313
2024$1,297 per active participant
2023$985 per active participant
2022$1,384 per active participant

Loving Care In-Home Health Ser's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,659

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,236 · 0.02%
2023$789 · 0.01%
2022$956 · 0.01%
Similar plansHealth Care & Social Assistance · Oklahoma
Parkside, Inc. OK$8.9M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731512971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.