Plan Ledger DOL Form 5500 · updated monthly

Suburban Health at Home Inc.401(k)

SUBURBAN HEALTH AT HOME RETIREMENT PLAN · NOBLESVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Suburban Health at Home Inc. reported $39,760 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $1,059 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,116th of 1,562), and 7,501st of 11,911 in health care & social assistance. In 2024, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,739,508
Participants with balances261
Active participants254
Employer contributions$269,032
Employee contributions$751,016
Employer contribution per active participant$1,059
Average account balance$21,990
Benefits paid to participants$319,797
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,760
Total administrative$39,760
The Suburban Health at Home Inc. 401(k) match · 2024
Employer contribution per active participant$1,059
Median for plans this size$1,313

Suburban Health at Home Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
SHEPHERD FINANCIAL INVESTMENT ADVIS · Investment advisory (plan)$21,439
EMPOWER ADVISORY GROUP, LLC · Investment management$1,680

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$39,760 · 0.81%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Gibault Inc IN$6.2M · 0.10%
Boling Vision Center, LLC IN$6.0M · 0.31%
Home Care Providers Inc. IN$5.7M · 0.22%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 993406368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.