Plan Ledger DOL Form 5500 · updated monthly

Dunes Hospice LLC401(k)

DUNES HOSPICE 401K PLAN · VALPARAISO, IN · plan year 2024

Reported admin expense ratio · 2024
0.63%

Dunes Hospice LLC reported $10,486 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. 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 0.83% to 0.63%. 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 Indiana (1,406th of 1,562), and 10,144th of 11,911 in health care & social assistance. active participation has grown from 101 to 112 since 2022.

Plan summary
Net assets, end of year$1,891,101
Participants with balances224
Active participants112
Employer contributions—
Employee contributions$321,919
Employer contribution per active participant—
Average account balance$8,442
Benefits paid to participants$88,695
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.9M · 224 accts
2023$1.5M · 199 accts
2022$986K · 165 accts · $60 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,788
Investment management$7,698
Total administrative$10,486
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
EDWARD JONES · Recordkeeping · Trustee$7,698
ADP, INC. · Loan processing · Recordkeeping$2,788
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Edward Jones
2023ADP, Edward Jones

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

Administrative cost history3
2024$10,486 · 0.63%
2023$6,701 · 0.55%
2022$8,135 · 0.83%
Similar plansHealth Care & Social Assistance · Indiana
Good Samaritan Home, Inc. IN$2.1M · 0.06%
Insights Consulting Inc. IN$2.0M · 1.33%
Lel Home Services, LLC IN$1.9M · 1.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464486061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.