Plan Ledger DOL Form 5500 · updated monthly

Addison County Home Health & Hospice, Inc.401(k)

ADDISON COUNTY HOME HEALTH & HOSPICE RETIREMENT SAVINGS PLAN · NEW HAVEN, VT · plan year 2024

Reported admin expense ratio · 2024
0.36%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Addison County Home Health & Hospice, Inc. reported $23,473 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,738 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.40% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Vermont (167th of 230), and 6,847th of 11,911 in health care & social assistance. In 2024, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,054,276
Participants with balances87
Active participants76
Employer contributions$132,103
Employee contributions$356,409
Employer contribution per active participant$1,738
Average account balance$81,084
Benefits paid to participants$315,559
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 87 accts · $132K emplr
2023$6.0M · 101 accts · $141K emplr
2022$5.3M · 94 accts · $134K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,367
Investment management$11,106
Total administrative$23,473
The Addison County Home Health & Hospice, Inc. 401(k) match · 2024
Employer contribution per active participant$1,738
Median for plans this size$1,313
2024$1,738 per active participant
2023$1,762 per active participant
2022$1,720 per active participant

Addison County Home Health & Hospice, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$12,367
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$11,106

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$23,473 · 0.36%
2023$22,991 · 0.41%
2022$23,913 · 0.40%
Similar plansHealth Care & Social Assistance · Vermont
Clara Martin Center VT$7.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237032401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.