Plan Ledger DOL Form 5500 · updated monthly

Affinity Hospice Management LLC401(k)

AFFINITY HOSPICE MANAGEMENT LLC 401(K) PLAN · BROOKLYN, NY · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Affinity Hospice Management LLC reported $14,371 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $860 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 1 year on file its reported administrative ratio rose from 0.42% to 0.45%. 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 New York (4,628th of 5,648), and 8,364th of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,266,011
Participants with balances367
Active participants703
Employer contributions$604,442
Employee contributions$1,227,328
Employer contribution per active participant$860
Average account balance$11,624
Benefits paid to participants$204,728
Plan auditUnmodified (clean) audit opinion
AuditorFASTEN HALBERSTAM LLP
Plan history2
Yearassets · accounts · employer contribution
2024$4.3M · 367 accts · $604K emplr
2023$2.1M · 327 accts · $378K emplr
Administrative expenses, itemized · 2024
Investment management$14,371
Total administrative$14,371
The Affinity Hospice Management LLC 401(k) match · 2024
Employer contribution per active participant$860
Median for plans this size$1,313
2024$860 per active participant
2023$806 per active participant

Affinity Hospice Management LLC's 2024 employer contribution ran below 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 · 20241
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$14,364

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

Recordkeeper by year2
2024Human Interest
2023Human Interest

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$14,371 · 0.45%
2023$5,767 · 0.42%
Similar plansHealth Care & Social Assistance · New York
Special Touch Cdpap, Inc NY$4.4M · 2.18%
Acutis Diagnostics, Inc. NY$4.3M · 1.14%
The Fresh Air Fund NY$4.2M · 0.16%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 472507505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.