Plan Ledger DOL Form 5500 · updated monthly

My Independence at Home, LLC401(k)

MY INDEPENDENCE AT HOME, LLC 401(K) PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.57%

My Independence at Home, LLC reported $126 in plan administrative expenses for 2022: 0.57% of average plan assets, below the peer median. 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 Pennsylvania (3,645th of 3,651), and 11,860th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$22,180
Participants with balances6
Active participants94
Employer contributions—
Employee contributions$23,852
Employer contribution per active participant—
Average account balance$3,697
Benefits paid to participants$733
Plan auditUnmodified (clean) audit opinion
AuditorGAMBLE & ASSOCIATES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$75
Investment management$51
Total administrative$126
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$126 · 0.57%
Similar plansHealth Care & Social Assistance · Pennsylvania
Aging With Comfort Inc PA$27K · 0.41%
Rhw Com PA$3K · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463017942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.