Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Advanced Homecare Management
Advanced Homecare Management 401(k)
- Health care and social assistance
- Dallas, TX
- EIN 32-0125426
- 1 plan with Schedule H financials
- Plan year 2024
- Advanced Homecare Management, Inc.
- filed as Advanced Homecare Management, LLC DBA Enhabit Home Health & Hospice
Filed as negative.Schedule H line 2i(12) is reported as -$216,419; Schedule H line 2i(3) is reported as -$341,261. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Total assets, end of year · Enhabit Home Health & Hospice 401(k) Plan · plan year 2024
$291,583,601
6,482 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917102541NAL0000492578001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917102541NAL0000492578001, received 2025-09-17
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-17.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 6,482
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917102541NAL0000492578001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917102541NAL0000492578001, received 2025-09-17
Administrative expenses per participant
filed as negative
Filed as a negative amount; no comparison.
Administrative expenses as a share of assets
filed as negative
Filed as a negative amount; no comparison.
Employer contributions per participant
$311
Higher than 2% of the 2,457 plans $250M to 1B that report it.
Source
= $2,015,937 / 6,482
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917102541NAL0000492578001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917102541NAL0000492578001, received 2025-09-17
Employer share of total contributions
5.5%
Higher than 2% of the 2,459 plans $250M to 1B that report it.
Source
= $2,015,937 / $36,514,571
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917102541NAL0000492578001, received 2025-09-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917102541NAL0000492578001, received 2025-09-17
Plan terms, as stated in Advanced Homecare Management, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250917102541NAL0000492578001, received 2025-09-17
Full record, Enhabit Home Health & Hospice 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ADVANCED HOMECARE MANAGEMENT, LLC DBA ENHABIT HOME HEALTH & HOSPICE | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Plan name | ENHABIT HOME HEALTH & HOSPICE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Sponsor EIN / plan number | 32-0125426 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Sponsor location | DALLAS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Industry (business code) | 621610, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Filing received | 2025-09-17 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Participants, beginning of year | 11,893 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Active participants | 10,652 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Participants, end of year | 12,584 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Participants with an account balance | 6,482 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Total assets, beginning of year | $254,553,359 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Total assets, end of year | $291,583,601 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Net assets, end of year | $291,583,601 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Total income | $72,931,866 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Net income | $37,030,242 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Employer contributions | $2,015,937 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Participant contributions | $28,636,620 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Other contributions (incl. rollovers) | $5,862,014 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Total contributions | $36,514,571 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Benefit payments | $35,983,619 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Total expenses (incl. benefit payments) | $35,901,624 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Total administrative expenses | -$216,419 (filed as negative) | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Contract administrator fees | $2,700 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Recordkeeping fees | -$341,261 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Investment advisory and management fees | $122,142 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Held in common/collective trusts | $199,280,971 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Held in mutual funds | $82,250,377 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250917102541NAL0000492578001, received 2025-09-17 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250917102541NAL0000492578001, received 2025-09-17 |
Position = column in the DOL layout for form year 2024. Filing 20250917102541NAL0000492578001, received 2025-09-17.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $65,611 | no |
| CREATIVE PLANNING LLC | ADVISOR | 27 Investment advisory (plan) | $56,531 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $-338,561 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250917102541NAL0000492578001, received 2025-09-17.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $254,553,359 | $291,583,601 | 14.5% |
| Participants with a balance | 6,632 | 6,482 | -2.3% |
| Administrative expenses | $-125,002 | $-216,419 | |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,014,641 | $2,015,937 | 0.1% |
Prior filing 20241015131952NAL0048091488001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ADVANCED HOMECARE MANAGEMENT, LLC DBA ENHABIT HOME HEALTH & HOSPICE; SEC registrant: Advanced Homecare Management, Inc. (CIK 1803749, matched by EIN).