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Sponsor portfolio

ELDERLY HOME CARE INC

EIN 27-1791563-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$769K assets
Welfare
0
Participants
56
36 JACONNET STREET SUITE 103 - NEWTON, MA 02461617-515-9776
Plans on this EIN
2 filings
#001TraditionalDB-$492K - 24 part#002401k-$277K - 32 part

Retirement portfolio analytics

2 plans aggregated / $769K assets / 56 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • DEFINED BENEFIT PLAN (#001)64%
  • PROFIT SHARING PLAN (#002)36%
Total $769KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)32
  • DEFINED BENEFIT PLAN (#001)24
Total 56Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ELDERLY HOME CARE DEFINED BENEFIT PLAN

TraditionalDB

Assets$492K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELDERLY HOME CARE PROFIT SHARING PLAN

401k

Assets$277K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELDERLY HOME CARE DEFINED BENEFIT PLANTraditionalDB$492K242024
002ELDERLY HOME CARE PROFIT SHARING PLAN401k$277K322024
Retirement plans
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