Plan Ledger DOL Form 5500 · updated monthly

Echo Community Health Care403(b)

ECHO COMMUNITY HEALTH CARE 403(B) PLAN · EVANSVILLE, IN · plan year 2025

Reported admin expense ratio · 2025
0.40%

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

Echo Community Health Care reported $40,549 in plan administrative expenses for 2025: 0.40% of average plan assets, above the peer median. Employer contributions averaged $592 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 fell from 0.46% to 0.40%. 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 among the smaller plans on file in Indiana (873rd of 1,562), and the 5,535th of 11,911 in health care & social assistance. In 2025, employees put in $7.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,600,255
Participants with balances145
Active participants126
Employer contributions$74,545
Employee contributions$589,033
Employer contribution per active participant$592
Average account balance$73,105
Benefits paid to participants$1,139,024
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.6M · 145 accts · $75K emplr
2024$9.5M · 150 accts · $175K emplr
2023$8.0M · 162 accts · $177K emplr
2022$6.4M · 163 accts · $198K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,524
Investment management$37,025
Total administrative$40,549
Employer contributions to the Echo Community Health Care plan · 2025
Employer contribution per active participant$592
Median for plans this size$2,666
2025$592 per active participant
2024$1,446 per active participant
2023$1,275 per active participant
2022$1,535 per active participant

Echo Community Health Care's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$37,025
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$3,524

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$40,549 · 0.40%
2024$34,251 · 0.39%
2023$30,526 · 0.42%
2022$32,937 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Indiana

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Source: U.S. Department of Labor, Form 5500 series, EIN 351791786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.