Partners in Home Care 401(k) match, vesting and fees
What Partners in 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 | At Retirement Services, LLC | 2023 Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Partners in Home Care: employer contribution per participant | $1,160 | |
| Peer median | $1,468 |
| Partners in Home Care: average balance | $33,332 | |
| Peer median | $37,786 |
| Partners in Home Care: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.39% |
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 $10.1M at the end of plan year 2021 to $11.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 368 | $11.8M | $409K | $1,160 | 0.74% | Not published | Form 5500 ↗ |
| 2023 | 359 | $10.7M | $456K | $1,298 | 0.71% | Not published | Form 5500 ↗ |
| 2022 | 333 | $9M | $325K | $1,012 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 282 | $10.1M | $404K | $1,478 | 0.50% | Not published | Form 5500 ↗ |
Common questions
Does Partners in Home Care match 401(k) contributions?
The match terms for the Partners in Home Care Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $409K in employer contributions, about $1,160 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Partners in Home Care 401(k) match vested?
The vesting schedule for the Partners in Home Care Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Partners in Home Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is At Retirement Services, LLC. The plan administrator is Partners in Home Care, Inc..
I left Partners in Home Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Partners in Home Care, Inc., (406) 327-3604) or the recordkeeper, At Retirement Services, LLC. The Partners in Home Care old 401(k) page lists the contacts from every plan filing. Find an old Partners in Home Care 401(k)
Data from the public Form 5500 annual reports Partners in 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 Partners in Home Care. Not financial advice. Report a correction · Methodology