Retirement plan

AT HOME NURSING & THERAPY SERVICES, LLC 401(K) PROFIT SHARING PLAN

Name: AT HOME NURSING & THERAPY SERVICES, LLC - AT HOME NURSING & THERAPY SERVICES, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: AT HOME NURSING & THERAPY SERVICES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AT HOME NURSING & THERAPY SERVICES, LLC 401(K) PROFIT SHARING PLAN, AT HOME NURSING & THERAPY SERVICES, LLC

AT HOME NURSING & THERAPY SERVICES, LLCEIN 27-5123404Plan #001PY 2025

642 WEST NEW CASTLE STREET - ZELIENOPLE, PA 16063724-452-5700athomenursing.netLinkedIn11-50 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

+48.3% from 2024

Total participants

+42.9% from 2024

Average account balance

$34,747

+9.3% from 2024

Annual return

23.98%

+3.00 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$35K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

146.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.98%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$145

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$212 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.418%

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

$34,747

$76,407-54.5%

$150,298-76.9%

$82,448-57.9%

Participation rate

92.3%

66.4%+25.9pp

77.8%+14.5pp

68.1%+24.2pp

Annual return

23.98%

39.99%-16.0pp

62.79%-38.8pp

41.64%-17.7pp

Employer contribution / active EE

$2,450

$2,614-6.3%

$4,154-41.0%

$2,551-4.0%

Participant deferral / active EE

$6,095

$3,214+89.6%

$5,453+11.8%

$4,139+47.2%

Admin fee / account holder

$145

$6,352-97.7%

$14,116-99.0%

$7,234-98.0%

AT HOME NURSING & THERAPY SERVICES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AT HOME NURSING & THERAPY SERVICES, LLC 401(K) PROFIT SHARING 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