Plan Ledger DOL Form 5500 · updated monthly

Suburban Home Health401(k)

SUBURBAN HOME HEALTH RETIREMENT PLAN · NOBLESVILLE, IN · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Suburban Home Health reported $29,256 in plan administrative expenses for 2023: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,146 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 has held roughly steady near 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,241st of 1,562), and 8,486th of 11,911 in health care & social assistance. In 2023, employees put in $2.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,097,222
Participants with balances199
Active participants190
Employer contributions$217,714
Employee contributions$623,834
Employer contribution per active participant$1,146
Average account balance$20,589
Benefits paid to participants$214,088
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 199 accts · $218K emplr
2022$2.8M · 173 accts · $170K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,256
Total administrative$29,256
The Suburban Home Health 401(k) match · 2023
Employer contribution per active participant$1,146
Median for plans this size$1,308
2023$1,146 per active participant
2022$1,019 per active participant

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

Service providers · 20235
SHEPHERD FINANCIAL INVESTMENT ADVIS · Investment advisory (plan)$16,541
CRS CPA PSC$1,525
EMPOWER ADVISORY GROUP, LLC · Investment management$713
CRS CPA PSCindirect comp

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$29,256 · 0.84%
2022$22,680 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Pinnacle Healthcare, LLC IN$4.5M · 0.90%
Hopewell Center, Inc. IN$4.2M · 0.53%
Wabash Center, Inc. IN$4.2M · 0.48%
Tradewinds Services, Inc. IN$4.1M · 0.59%
Westminster Village North IN$4.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464554277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.