Plan Ledger DOL Form 5500 · updated monthly

Marchi Enterprises, LLC401(k)

HOME INSTEAD SENIOR CARE 401(K) PLAN · EASTON, MD · plan year 2022

Reported admin expense ratio · 2022
1.15%

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

Marchi Enterprises, LLC reported $7,443 in plan administrative expenses for 2022: 1.15% of average plan assets, above the peer median. Employer contributions averaged $312 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,619th of 1,671), and 11,249th of 11,911 in health care & social assistance. In 2022, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$624,558
Participants with balances24
Active participants97
Employer contributions$30,248
Employee contributions$63,473
Employer contribution per active participant$312
Average account balance$26,023
Benefits paid to participants$14,470
Plan auditUnmodified (clean) audit opinion
AuditorLONG & ASSOCIATES PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,443
Total administrative$7,443
The Marchi Enterprises, LLC 401(k) match · 2022
Employer contribution per active participant$312
Median for plans this size$331

Marchi Enterprises, LLC's 2022 employer contribution ran below the $331 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$7,443 · 1.15%
Similar plansHealth Care & Social Assistance · Maryland
L.I.F.E. Inc. MD$744K · 0.28%
Springwell, LLC MD$579K · 1.88%
Vcare Jv Holdings Inc. MD$466K · 1.99%
Powell Recovery Center MD$441K · 1.07%
Project Redirect, Inc. MD$430K · 2.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452959127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.