At Home Care 401(k) match, vesting and fees
What At Home Care's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Fustcharles LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $4.3M at the end of plan year 2021 to $4.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 86 | $4.5M | $38K | $647 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 93 | $3.7M | $39K | $669 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 104 | $3.4M | $50K | $745 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 112 | $4.3M | $49K | $718 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does At Home Care match 401(k) contributions?
The match terms for the At Home Care 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $38K in employer contributions, about $647 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the At Home Care 401(k) match vested?
The vesting schedule for the At Home Care 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the At Home Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is At Home Care, Inc..
I left At Home Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (At Home Care, Inc., (607) 432-7924) or the recordkeeper, Epic Retirement Plan Services. The At Home Care old 401(k) page lists the contacts from every plan filing. Find an old At Home Care 401(k)
Data from the public Form 5500 annual reports At Home Care filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with At Home Care. Not financial advice. Report a correction · Methodology