Plan Ledger DOL Form 5500 · updated monthly

Once Upon a Time Home Health, LLC401(k)

ONCE UPON A TIME 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Once Upon a Time Home Health, LLC reported $4,519 in plan administrative expenses for 2024: 0.97% of average plan assets, above the peer median. Employer contributions averaged $0 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 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,435th of 5,688), and 11,302nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$551,549
Participants with balances137
Active participants100
Employer contributions$0
Employee contributions$154,382
Employer contribution per active participant$0
Average account balance$4,026
Benefits paid to participants$28,280
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,519
Total administrative$4,519
The Once Upon a Time Home Health, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Once Upon a Time Home Health, LLC's 2024 employer contribution ran below the $540 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$4,519 · 0.97%
Similar plansHealth Care & Social Assistance · Texas
Psychiatry of Texas PLLC TX$519K · 0.09%
Baywood Crenshaw, LLC TX$490K · 2.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471418847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.