Plan Ledger DOL Form 5500 · updated monthly

Bristol Hospice401(k)

BRISTOL HOSPICE 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Bristol Hospice reported $210,445 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $494 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 rose from 0.42% to 0.45%. 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 149th-largest of 848 plans among Utah employers on file, and the 1,899th of 11,911 in health care & social assistance. In 2024, employees put in $4.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,153,422
Participants with balances1,942
Active participants2,600
Employer contributions$1,284,297
Employee contributions$5,251,000
Employer contribution per active participant$494
Average account balance$25,311
Benefits paid to participants$7,312,972
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.2M · 1,942 accts · $1.3M emplr
2023$43.7M · 1,445 accts · $1.7M emplr
2022$34.7M · 1,545 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,578
Investment management$132,867
Total administrative$210,445
The Bristol Hospice 401(k) match · 2024
Employer contribution per active participant$494
Median for plans this size$2,416
2024$494 per active participant
2023$637 per active participant

Bristol Hospice'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 · 20242
PCS RETIREMENT · Contract administrator · Recordkeeping$77,578
SOLTIS INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$132,867

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

Recordkeeper by year2
2024PCS Retirement
2023ALLIANCE BENEFIT GROUP ROCKY MT.

This plan has changed recordkeepers within these filings. If you left Bristol Hospice before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$210,445 · 0.45%
2023$187,438 · 0.48%
2022$157,955 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Wasatch Pediatrics, Inc. UT$68.8M · 0.10%
Foothill Clinic, LLC UT$34.7M · 0.01%
Avalon Health Care, Inc. UT$34.4M · 1.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203688586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.