Plan Ledger DOL Form 5500 · updated monthly

Central Vermont Home Health and Hospice, Inc.401(k)

CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN · BARRE, VT · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Central Vermont Home Health and Hospice, Inc. reported $26,806 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,223 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 0.97% to 0.46%. 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 Vermont (176th of 230), and 7,337th of 11,911 in health care & social assistance. In 2024, employees put in $2.64 for every $1.00 the employer contributed; active participation has shrunk from 142 to 109 since 2022.

Plan summary
Net assets, end of year$6,012,835
Participants with balances206
Active participants109
Employer contributions$133,277
Employee contributions$351,755
Employer contribution per active participant$1,223
Average account balance$29,189
Benefits paid to participants$797,850
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 206 accts · $133K emplr
2023$5.6M · 215 accts · $288K emplr
2022$4.9M · 237 accts · $137K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,552
Investment management$6,254
Total administrative$26,806
The Central Vermont Home Health and Hospice, Inc. 401(k) match · 2024
Employer contribution per active participant$1,223
Median for plans this size$1,313
2024$1,223 per active participant
2023$2,528 per active participant
2022$964 per active participant

Central Vermont Home Health and Hospice, Inc.'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 · 20242
NATIONWIDE · Investment advisory (participants)$13,921
HANLON INVESTMENT COMP · Investment management$6,254

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$26,806 · 0.46%
2023$55,473 · 1.05%
2022$51,675 · 0.97%
Same employer
Similar plansHealth Care & Social Assistance · Vermont
Clara Martin Center VT$7.0M · 0.25%
Lund Family Center, Inc. VT$2.7M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030186089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.