Plan Ledger DOL Form 5500 · updated monthly

Ethos Holding Corp.401(k)

ETHOS HOLDING CORP 401K & PROFIT SHARING PLAN · NEWPORT, KY · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Ethos Holding Corp. reported $5,900 in plan administrative expenses for 2023: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,138 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 1 year on file its reported administrative ratio rose from 0.07% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (626th of 871), and 7,679th of 11,911 in health care & social assistance. In 2023, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,416,310
Participants with balances203
Active participants206
Employer contributions$440,432
Employee contributions$646,018
Employer contribution per active participant$2,138
Average account balance$26,681
Benefits paid to participants$1,011,018
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.4M · 203 accts · $440K emplr
2022$4.5M · 209 accts · $441K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,000
Total administrative$5,900
The Ethos Holding Corp. 401(k) match · 2023
Employer contribution per active participant$2,138
Median for plans this size$1,308
2023$2,138 per active participant
2022$1,698 per active participant

Ethos Holding Corp.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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

Administrative cost history2
2023$5,900 · 0.12%
2022$3,650 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Community Hospice, Inc. KY$5.9M · 0.62%
Juniper Health, Inc. KY$5.6M · 0.27%
Ccmh Corporation KY$5.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273012584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.