Plan Ledger DOL Form 5500 · updated monthly

Summer Storm, LLC dba Home Instead Senior Care401(k)

HISC 339 401(K) PLAN · METAIRIE, LA · plan year 2022

Reported admin expense ratio · 2022
1.93%

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

Summer Storm, LLC dba Home Instead Senior Care reported $9,153 in plan administrative expenses for 2022: 1.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $522 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 Louisiana (857th of 884), and 11,368th of 11,911 in health care & social assistance. In 2022, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$489,946
Participants with balances62
Active participants97
Employer contributions$50,671
Employee contributions$86,708
Employer contribution per active participant$522
Average account balance$7,902
Benefits paid to participants$21,094
Plan auditUnmodified (clean) audit opinion
AuditorPEDELAHORE & CO., LLP
Administrative expenses, itemized · 2022
Professional / advisory$9,153
Total administrative$9,153
The Summer Storm, LLC dba Home Instead Senior Care 401(k) match · 2022
Employer contribution per active participant$522
Median for plans this size$331

Summer Storm, LLC 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$9,153 · 1.93%
Similar plansHealth Care & Social Assistance · Louisiana
Woodlake Management, LLC LA$687K · 0.60%
Health Systems 2000 Inc. LA$572K · 0.58%
Ready Responders, Inc. LA$332K · 2.36%
Kidz Karousel LLC LA$328K · 1.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721470508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.