Plan Ledger DOL Form 5500 · updated monthly

North Shore Senior Services, Inc. dba Home Instead Senior Care401(k)

NORTH SHORE SENIOR SERVICES, INC. 401(K) PLAN · SKOKIE, IL · plan year 2022

Reported admin expense ratio · 2022
0.65%

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

North Shore Senior Services, Inc. dba Home Instead Senior Care reported $16,148 in plan administrative expenses for 2022: 0.65% of average plan assets, above the peer median. Employer contributions averaged $4,428 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,341st of 3,702), and 9,909th of 11,911 in health care & social assistance. In 2022, employees put in $2.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,157,199
Participants with balances36
Active participants10
Employer contributions$44,275
Employee contributions$112,715
Employer contribution per active participant$4,428
Average account balance$59,922
Benefits paid to participants$361,390
Plan auditUnmodified (clean) audit opinion
AuditorJMM CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,154
Investment management$5,994
Total administrative$16,148
The North Shore Senior Services, Inc. dba Home Instead Senior Care 401(k) match · 2022
Employer contribution per active participant$4,428
Median for plans this size$1,114

North Shore Senior Services, Inc. dba Home Instead Senior Care's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,148 · 0.65%
Similar plansHealth Care & Social Assistance · Illinois
Ywca Metropolitan Chicago IL$2.4M · 2.11%
Early Autism Services LLC IL$2.4M · 0.97%
Warren Achievement Center IL$2.2M · 0.07%
Goldie B. Floberg Center IL$2.1M · 1.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364416063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.