Plan Ledger DOL Form 5500 · updated monthly

Miles and Jane, Inc. dba Home Instead Senior Care401(k)

HISC 261 401(K) PLAN · HEMET, CA · plan year 2022

Reported admin expense ratio · 2022
1.46%

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

Miles and Jane, Inc. dba Home Instead Senior Care reported $3,090 in plan administrative expenses for 2022: 1.46% of average plan assets, above the peer median. Employer contributions averaged $215 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 California (9,240th of 9,483), and 11,640th of 11,911 in health care & social assistance. In 2022, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$228,474
Participants with balances15
Active participants100
Employer contributions$21,506
Employee contributions$48,265
Employer contribution per active participant$215
Average account balance$15,232
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,090
Total administrative$3,090
The Miles and Jane, Inc. dba Home Instead Senior Care 401(k) match · 2022
Employer contribution per active participant$215
Median for plans this size$331

Miles and Jane, Inc. dba Home Instead Senior Care'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$3,090 · 1.46%
Similar plansHealth Care & Social Assistance · California
Good Samaritan Hospital CA$302K · 0.83%
Centered Health, LLC CA$198K · 3.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852845254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.