Plan Ledger DOL Form 5500 · updated monthly

Partners in Home Care, Inc.401(k)

PARTNERS IN HOME CARE RETIREMENT PLAN · MISSOULA, MT · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Partners in Home Care, Inc. reported $83,158 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,300 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.

Across the 2 years on file its reported administrative ratio rose from 0.55% to 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Montana (116th of 229), and the 5,218th of 11,911 in health care & social assistance. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has shrunk from 222 to 178 since 2022.

Plan summary
Net assets, end of year$11,766,099
Participants with balances353
Active participants178
Employer contributions$409,326
Employee contributions$1,043,713
Employer contribution per active participant$2,300
Average account balance$33,332
Benefits paid to participants$1,323,591
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 353 accts · $409K emplr
2023$10.7M · 351 accts · $456K emplr
2022$9.0M · 321 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,158
Total administrative$83,158
The Partners in Home Care, Inc. 401(k) match · 2024
Employer contribution per active participant$2,300
Median for plans this size$2,416
2024$2,300 per active participant
2023$2,463 per active participant
2022$1,464 per active participant

Partners in Home Care, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
RETIREMENT MANAGEMENT SERVICES LLC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$83,158 · 0.74%
2023$70,117 · 0.71%
2022$53,048 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Charlie Health, Inc. MT$14.6M · 0.71%
Plains Hospital, Inc. MT$13.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810425934 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.