Plan Ledger DOL Form 5500 · updated monthly

Utopia Home Care Inc.401(k)

UTOPIA HOME CARE INC. 401(K) PLAN · EAST HAVEN, CT · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Utopia Home Care Inc. reported $1,045 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (930th of 1,106), and 8,190th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,548,169
Participants with balances85
Active participants254
Employer contributions$0
Employee contributions$235,587
Employer contribution per active participant$0
Average account balance$53,508
Benefits paid to participants$1,253,664
Plan auditUnmodified (clean) audit opinion
AuditorWALSH & DICKINSON
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,045
Total administrative$1,045
The Utopia Home Care Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Utopia Home Care Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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$1,045 · 0.02%
Similar plansHealth Care & Social Assistance · Connecticut
The Mary Wade Home, Inc. CT$4.8M · 0.07%
Liberation Programs, Inc. CT$4.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112635043 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.