Plan Ledger DOL Form 5500 · updated monthly

Avow Hospice Inc.403(b)

AVOW HOSPICE INC. TAX DEFERRED ANNUITY PLAN · NAPLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Avow Hospice Inc. reported $1,710 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $919 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 0.014% to 0.013%. 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 the 1,423rd-largest of 3,644 plans among Florida employers on file, and the 4,660th of 11,911 in health care & social assistance. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 260 to 332 since 2022.

Plan summary
Net assets, end of year$14,120,606
Participants with balances197
Active participants332
Employer contributions$305,129
Employee contributions$794,589
Employer contribution per active participant$919
Average account balance$71,678
Benefits paid to participants$1,399,302
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 197 accts · $305K emplr
2023$12.6M · 262 accts · $255K emplr
2022$10.8M · 188 accts · $217K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,710
Total administrative$1,710
Employer contributions to the Avow Hospice Inc. plan · 2024
Employer contribution per active participant$919
Median for plans this size$2,416
2024$919 per active participant
2023$1,002 per active participant
2022$836 per active participant

Avow 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,285

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$1,710 · 0.01%
2023$911 · 0.01%
2022$1,743 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Vaxcare Corporation FL$14.7M · 0.27%
Lensar, Inc. FL$14.1M · 0.07%
Patriot National Inc. FL$14.1M · 0.10%
Apalachee Center, Inc. FL$14.0M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592201250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.