Plan Ledger DOL Form 5500 · updated monthly

Central Coast Vna & Hospice Inc.403(b)

CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN · MONTEREY, CA · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Central Coast Vna & Hospice Inc. reported $43,269 in plan administrative expenses for 2025: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,725 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 rose from 0.24% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,971st-largest of 9,483 plans among California employers on file, and the 4,040th of 11,911 in health care & social assistance. In 2025, employees put in $2.10 for every $1.00 the employer contributed; active participation has shrunk from 200 to 171 since 2022.

Plan summary
Net assets, end of year$17,558,397
Participants with balances340
Active participants171
Employer contributions$465,932
Employee contributions$980,556
Employer contribution per active participant$2,725
Average account balance$51,642
Benefits paid to participants$939,962
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$17.6M · 340 accts · $466K emplr
2024$14.4M · 336 accts · $414K emplr
2023$13.1M · 406 accts · $422K emplr
2022$11.8M · 419 accts · $452K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$43,269
Total administrative$43,269
Employer contributions to the Central Coast Vna & Hospice Inc. plan · 2025
Employer contribution per active participant$2,725
Median for plans this size$2,666
2025$2,725 per active participant
2024$2,466 per active participant
2023$2,400 per active participant
2022$2,260 per active participant

Central Coast Vna & Hospice Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$18,215
EMPOWER ADVISORY GROUP, LLC · Investment management$7,655

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

Administrative cost history4
2025$43,269 · 0.27%
2024$53,801 · 0.39%
2023$30,821 · 0.25%
2022$28,296 · 0.24%
Same employer
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Aspiranet CA$18.0M · 0.01%
San Diego Blood Bank CA$17.8M · 0.08%
Caminar CA$17.6M · 0.47%
Abilityfirst CA$17.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941205572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.