Homecare Partners Management 401(k) match, vesting and fees
What Homecare Partners Management'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Walters & Associates Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Homecare Partners Management: employer contribution per participant | $13 | |
| Peer median | $1,438 |
| Homecare Partners Management: average balance | $36,537 | |
| Peer median | $41,205 |
| Homecare Partners Management: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.8M at the end of plan year 2022 to $23M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,389 | $23M | $8,085 | $13 | 0.55% | Not published | Form 5500 ↗ |
| 2024 | 1,207 | $18.5M | $339K | $564 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 1,126 | $14.2M | $384K | $671 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 1,118 | $9.8M | $578K | $1,040 | 0.56% | Not published | Form 5500 ↗ |
Common questions
Does Homecare Partners Management match 401(k) contributions?
The match terms for the Concierge Home Care 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $8,085 in employer contributions, about $13 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Homecare Partners Management 401(k) match vested?
The vesting schedule for the Concierge Home Care 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Homecare Partners Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is ADP, Inc.. The plan administrator is Homecare Partners Management LLC.
I left Homecare Partners Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Homecare Partners Management LLC, (904) 733-1003) or the recordkeeper, ADP, Inc.. The Homecare Partners Management old 401(k) page lists the contacts from every plan filing. Find an old Homecare Partners Management 401(k)
Data from the public Form 5500 annual reports Homecare Partners Management filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) 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 Homecare Partners Management. Not financial advice. Report a correction · Methodology