Plan Ledger DOL Form 5500 · updated monthly

Wicare Home Care Agency LLC401(k)

WICARE HOME CARE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST · LEBANON, PA · plan year 2021

Reported admin expense ratio · 2021
7.63%

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

Wicare Home Care Agency LLC reported $5,126 in plan administrative expenses for 2021: 7.63% of average plan assets, higher than ~90% of peers. Employer contributions averaged $161 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 93 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,628th of 3,651), and 11,802nd of 11,911 in health care & social assistance. In 2021, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,644
Participants with balances40
Active participants88
Employer contributions$14,210
Employee contributions$33,545
Employer contribution per active participant$161
Average account balance$2,041
Benefits paid to participants$21,958
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7K · 102 accts · $2K emplr
2021$82K · 40 accts · $14K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$5,091
Investment management$35
Total administrative$5,126
The Wicare Home Care Agency LLC 401(k) match · 2021
Employer contribution per active participant$161
Median for plans this size$275
2024$18 per active participant
2021$161 per active participant

Wicare Home Care Agency LLC's 2021 employer contribution ran below the $275 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024Not separately reported
2021$5,126 · 7.63%
Similar plansHealth Care & Social Assistance · Pennsylvania
Dlem Services, LLC PA$76K · 2.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821003552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.