Plan Ledger DOL Form 5500 · updated monthly

Health & Palliative Services of the Treasure Coast, Inc.403(b)

TREASURE COAST HOSPICE RETIREMENT PLAN · STUART, FL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Health & Palliative Services of the Treasure Coast, Inc. reported $67,855 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,159 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 0.48% to 0.32%. 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 the 989th-largest of 3,644 plans among Florida employers on file, and the 3,278th of 11,911 in health care & social assistance. In 2024, employees put in $2.56 for every $1.00 the employer contributed; active participation has grown from 381 to 611 since 2022.

Plan summary
Net assets, end of year$23,772,455
Participants with balances1,071
Active participants611
Employer contributions$707,866
Employee contributions$1,808,638
Employer contribution per active participant$1,159
Average account balance$22,197
Benefits paid to participants$2,482,610
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.8M · 1,071 accts · $708K emplr
2023$19.1M · 814 accts · $544K emplr
2022$16.8M · 829 accts · $470K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,706
Investment management$18,000
Total administrative$67,855
The Health & Palliative Services of the Treasure Coast, Inc. 401(k) match · 2024
Employer contribution per active participant$1,159
Median for plans this size$2,416
2024$1,159 per active participant
2023$1,277 per active participant
2022$1,234 per active participant

Health & Palliative Services of the Treasure Coast, Inc.'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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$18,000

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$67,855 · 0.32%
2023$63,249 · 0.35%
2022$75,688 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Cano Health, LLC FL$24.2M · 1.00%
Growth Orthopaedics Mso FL$24.0M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201683870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.