Plan Ledger DOL Form 5500 · updated monthly

Rtlk, Inc. dba Home Instead Senior Care401(k)

RTLK, INC. 401(K) PLAN · WHITTIER, CA · plan year 2024

Reported admin expense ratio · 2024
1.71%

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

Rtlk, Inc. dba Home Instead Senior Care reported $9,478 in plan administrative expenses for 2024: 1.71% of average plan assets, above the peer median. Employer contributions averaged $594 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 California (8,995th of 9,483), and 11,216th of 11,911 in health care & social assistance. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$650,211
Participants with balances126
Active participants99
Employer contributions$58,785
Employee contributions$90,475
Employer contribution per active participant$594
Average account balance$5,160
Benefits paid to participants$11,749
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,359
Investment management$4,024
Total administrative$9,478
The Rtlk, Inc. dba Home Instead Senior Care 401(k) match · 2024
Employer contribution per active participant$594
Median for plans this size$540

Rtlk, Inc. dba Home Instead Senior Care's 2024 employer contribution ran above the $540 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
DEFINITI,LLC · Contract administrator · Recordkeeping$5,359

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

Administrative cost history1
2024$9,478 · 1.71%
Similar plansHealth Care & Social Assistance · California
Harbinder S Brar MD Inc CA$650K · 0.31%
Provident Care, Inc. CA$638K · 3.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830647751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.