Kris Agency & Home Care retirement plan: assets, participants and fees
What Kris Agency & Home Care's retirement plan 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Kris Agency & Home Care: employer contribution per participant | $438 | |
| Peer median | $1,440 |
| Kris Agency & Home Care: average balance | $6,576 | |
| Peer median | $38,351 |
| Kris Agency & Home Care: admin expenses ÷ assets | 3.45% | |
| Peer median | 0.47% |
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 $1.9M at the end of plan year 2021 to $2.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 350 | $2.2M | $148K | $438 | 3.45% | Not published | Form 5500 ↗ |
| 2024 | 395 | $2.1M | $244K | $674 | 3.10% | Not published | Form 5500 ↗ |
| 2023 | 852 | $2.4M | $607K | $741 | 1.75% | Not published | Form 5500 ↗ |
| 2022 | 835 | $1.9M | $505K | $637 | 1.53% | Not published | Form 5500 ↗ |
| 2021 | 810 | $1.9M | $359K | $464 | 1.43% | Not published | Form 5500 ↗ |
Common questions
Does Kris Agency & Home Care match 401(k) contributions?
The match terms for the Kris Agency & Home Care Inc. Retirement Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $148K in employer contributions, about $438 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kris Agency & Home Care 401(k) match vested?
The vesting schedule for the Kris Agency & Home Care Inc. Retirement Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kris Agency & Home Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Kris Agency & Home Care Inc..
I left Kris Agency & Home Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kris Agency & Home Care Inc., (718) 262-9009) or the recordkeeper, Fidelity Investments Institutional. The Kris Agency & Home Care old 401(k) page lists the contacts from every plan filing. Find an old Kris Agency & Home Care 401(k)
Data from the public Form 5500 annual reports Kris Agency & Home Care filed with the U.S. Department of Labor (plan years 2021 and 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 Kris Agency & Home Care. Not financial advice. Report a correction · Methodology