Plan Ledger DOL Form 5500 · updated monthly

Alive Hospice, Inc.403(b)

ALIVE HOSPICE, INC. EMPLOYEES RETIREMENT PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Alive Hospice, Inc. reported $89,207 in plan administrative expenses for 2024: 0.79% of average plan assets, higher than ~90% of peers. Employer contributions averaged $581 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 3 years on file its reported administrative ratio has held roughly steady near 0.79%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (778th of 1,496), and the 5,197th of 11,911 in health care & social assistance. In 2024, employees put in $5.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,844,110
Participants with balances272
Active participants334
Employer contributions$193,989
Employee contributions$989,750
Employer contribution per active participant$581
Average account balance$43,545
Benefits paid to participants$1,676,681
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 272 accts · $194K emplr
2023$10.8M · 268 accts · $177K emplr
2022$9.2M · 263 accts · $208K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,369
Investment management$47,838
Total administrative$89,207
The Alive Hospice, Inc. 401(k) match · 2024
Employer contribution per active participant$581
Median for plans this size$2,416
2024$581 per active participant
2023$550 per active participant
2022$633 per active participant

Alive Hospice, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$38,294
EMPOWER ADVISORY GROUP, LLC · Investment management$9,544

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$89,207 · 0.79%
2023$75,883 · 0.76%
2022$73,249 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Axial Healthcare TN$11.5M · 1.07%
Health Connect America TN$10.8M · 1.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620983550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.