Retirement plan

GUARDIAN & ANTELOPE 401(K) PLAN

Name: GUARDIAN ANGEL HOME HEALTH, INC. - GUARDIAN & ANTELOPE 401(K) PLAN (2023) Form 5500
Creator: GUARDIAN ANGEL HOME HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUARDIAN & ANTELOPE 401(K) PLAN, GUARDIAN ANGEL HOME HEALTH, INC.

GUARDIAN ANGEL HOME HEALTH, INC.EIN 20-0769540Plan #001PY 2023

2800 HUTTON AVE - FARMINGTON, NM 87402505-564-9002guardianangelhh.comLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$190K

No prior year

Total participants

No prior year

Average account balance

$5,924

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2K3D2G

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$65 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.137%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,924

$77,920-92.4%

$149,723-96.0%

$75,177-92.1%

Participation rate

45.2%

65.6%-20.4pp

78.8%-33.6pp

67.2%-22.0pp

Annual return

0.00%

31.72%-31.7pp

134.50%-134.5pp

160.75%-160.8pp

Employer contribution / active EE

$939

$3,138-70.1%

$4,821-80.5%

$2,671-64.8%

Participant deferral / active EE

$2,002

$3,411-41.3%

$5,682-64.8%

$4,126-51.5%

Admin fee / account holder

$127

$5,951-97.9%

$13,215-99.0%

$5,651-97.8%

GUARDIAN & ANTELOPE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUARDIAN & ANTELOPE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion