Plan Ledger DOL Form 5500 · updated monthly

Prescott Sanchez, Inc., dba Home Instead Senior Care401(k)

PRESCOTT SANCHEZ, INC 401(K) PLAN · PASADENA, CA · plan year 2022

Reported admin expense ratio · 2022
1.19%

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

Prescott Sanchez, Inc., dba Home Instead Senior Care reported $7,469 in plan administrative expenses for 2022: 1.19% of average plan assets, above the peer median. Employer contributions averaged $577 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 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,017th of 9,483), and 11,255th of 11,911 in health care & social assistance. In 2022, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$617,009
Participants with balances55
Active participants136
Employer contributions$78,498
Employee contributions$129,049
Employer contribution per active participant$577
Average account balance$11,218
Benefits paid to participants$106,776
Plan auditUnmodified (clean) audit opinion
AuditorSTEIN & COMPANY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,469
Total administrative$7,469
The Prescott Sanchez, Inc., dba Home Instead Senior Care 401(k) match · 2022
Employer contribution per active participant$577
Median for plans this size$331

Prescott Sanchez, Inc., dba Home Instead Senior Care's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,469 · 1.19%
Similar plansHealth Care & Social Assistance · California
Provident Care, Inc. CA$638K · 3.76%
La Mirada Healthcare, LLC CA$630K · 1.87%
Angel View, Inc. CA$622K · 0.29%
Robsag, Inc. CA$612K · 1.31%
United Families, Inc. CA$597K · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474960286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.