Retirement plan

EMPLOYEE BENEFIT PLAN OF LOVING CARE IN HOME HEALTH SERVICES, L.L.C.

Name: LOVING CARE IN-HOME HEALTH SER - EMPLOYEE BENEFIT PLAN OF LOVING CARE IN HOME HEALTH SERVICES, L.L.C. (2023) Form 5500
Creator: LOVING CARE IN-HOME HEALTH SER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF LOVING CARE IN HOME HEALTH SERVICES, L.L.C., LOVING CARE IN-HOME HEALTH SER

LOVING CARE IN-HOME HEALTH SEREIN 73-1512971Plan #001PY 2023

PO BOX 1414 - NOBLE, OK 730681414405-872-1515

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.9M

+12.1% from 2022

Total participants

150

+11.1% from 2022

Average account balance

$48,312

+4.3% from 2022

Annual return

15.31%

+30.52 pp from 2022

Benchmarks

See 20,801 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,801 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.96M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

145

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$335K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP5 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Claims proc...	$789

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

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).
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.
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

$789

$10 / participant

Other / not subdivided$789100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HENDERSON, HUTCHERSON & MCCULLOUGH
Auditor EIN: 621114363
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,312

$77,908-38.0%

$149,696-67.7%

$75,173-35.7%

Participation rate

91.6%

65.6%+26.0pp

78.8%+12.8pp

67.2%+24.4pp

Annual return

15.31%

31.73%-16.4pp

134.46%-119.1pp

160.72%-145.4pp

Employer contribution / active EE

$985

$3,138-68.6%

$4,821-79.6%

$2,671-63.1%

Participant deferral / active EE

$2,504

$3,411-26.6%

$5,682-55.9%

$4,126-39.3%

Admin fee / account holder

$5,950-99.9%

$13,212-100.0%

$5,651-99.9%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP5 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Claims proc...

$789

EMPLOYEE BENEFIT PLAN OF LOVING CARE IN HOME HEALTH SERVICES, L.L.C.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF LOVING CARE IN HOME HEALTH SERVICES, L.L.C.

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