Plan Ledger DOL Form 5500 · updated monthly

Pediatric Home Healthcare, LLC401(k)

PEDIATRIC HOME HEALTHCARE, LLC 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
1.42%

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

Pediatric Home Healthcare, LLC reported $33,815 in plan administrative expenses for 2023: 1.42% of average plan assets, higher than ~90% of peers. 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.

Across the 1 year on file its reported administrative ratio rose from 1.29% to 1.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Texas (4,661st of 5,688), and 760th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$2,751,288
Participants with balances250
Active participants1,108
Employer contributions$0
Employee contributions$724,100
Employer contribution per active participant$0
Average account balance$11,005
Benefits paid to participants$352,272
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.8M · 250 accts
2022$2.0M · 328 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,341
Investment management$10,474
Total administrative$33,815
The Pediatric Home Healthcare, LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Pediatric Home Healthcare, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,341
HAYS FINANCIAL GROUP · Investment advisory (plan)$8,889

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

Administrative cost history2
2023$33,815 · 1.42%
2022$24,546 · 1.29%
Same employer
Similar plansAgriculture, Forestry & Fishing · Texas
Stx Beef Company TX$4.7M · 1.01%
Cg Nation, LLC TX$3.2M · 0.18%
Calloways Nursery, Inc. TX$3.0M · 0.58%
Mexcor Texas, LLC TX$2.2M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272953708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.