Plan Ledger DOL Form 5500 · updated monthly

Esperanza Health Systems, LTD dba la Hacienda Treatment Center401(k)

ESPERANZA HEALTH SYSTEMS 401(K) PLAN · HUNT, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Esperanza Health Systems, LTD dba la Hacienda Treatment Center reported $30,692 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $533 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 0.26% to 0.29%. 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 among the smaller plans on file in Texas (2,869th of 5,688), and the 5,287th of 11,911 in health care & social assistance. In 2024, employees put in $6.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,500,199
Participants with balances116
Active participants140
Employer contributions$74,553
Employee contributions$518,648
Employer contribution per active participant$533
Average account balance$99,140
Benefits paid to participants$385,158
Plan auditUnmodified (clean) audit opinion
AuditorBROUSSARD AND COMPANY, CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 116 accts · $75K emplr
2023$9.5M · 117 accts · $73K emplr
2022$7.3M · 123 accts · $72K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,692
Total administrative$30,692
The Esperanza Health Systems, LTD dba la Hacienda Treatment Center 401(k) match · 2024
Employer contribution per active participant$533
Median for plans this size$2,416
2024$533 per active participant
2023$534 per active participant
2022$547 per active participant

Esperanza Health Systems, LTD dba la Hacienda Treatment Center'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 · 20241
BFC PLANNING INC. · Investment advisory (plan)$27,075

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$30,692 · 0.29%
2023$24,597 · 0.29%
2022$21,488 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Tei & Associates, L.L.C. TX$11.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742664821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.