Plan Ledger DOL Form 5500 · updated monthly

Taking Care Ny Homecare401(k)

TAKING CARE NY HOMECARE 401(K) PLAN · BRONX, NY · plan year 2022

Reported admin expense ratio · 2022
3.31%

Taking Care Ny Homecare reported $7,370 in plan administrative expenses for 2022: 3.31% of average plan assets, higher than ~90% of peers. 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 New York (5,541st of 5,648), and 11,650th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$219,231
Participants with balances20
Active participants300
Employer contributions—
Employee contributions$30,303
Employer contribution per active participant—
Average account balance$10,962
Benefits paid to participants$3,200
Plan auditUnmodified (clean) audit opinion
AuditorADEPTUS PARTNERS, LLC
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$7,370 · 3.31%
Similar plansHealth Care & Social Assistance · New York
Metropolitan Homecare Way NY$244K · 12.72%
Carecore Health NY$220K · 0.96%
Create, Inc. NY$210K
Crocus Home Care LLC NY$197K · 10.70%
Graceland Homecare, Inc. NY$188K · 23.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824908510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.