Plan Ledger DOL Form 5500 · updated monthly

Healthalliance Home Health and Hospice, Inc.403(b)

403B THRIFT PLAN FOR DIVERSIFIED HOME SERVICES, INC. · LEOMINSTER, MA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Healthalliance Home Health and Hospice, Inc. reported $4,870 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,522 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 0.50% to 0.07%. 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 Massachusetts (2,101st of 2,726), and 6,690th of 11,911 in health care & social assistance. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has shrunk from 94 to 79 since 2022.

Plan summary
Net assets, end of year$7,403,607
Participants with balances149
Active participants79
Employer contributions$120,200
Employee contributions$265,185
Employer contribution per active participant$1,522
Average account balance$49,689
Benefits paid to participants$154,376
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 149 accts · $120K emplr
2023$6.3M · 151 accts · $123K emplr
2022$5.5M · 129 accts · $126K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,400
Investment management$268
Total administrative$4,870
Employer contributions to the Healthalliance Home Health and Hospice, Inc. plan · 2024
Employer contribution per active participant$1,522
Median for plans this size$1,313
2024$1,522 per active participant
2023$1,467 per active participant
2022$1,340 per active participant

Healthalliance Home Health and Hospice, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FID INV INST OPS CO · Recordkeeping · Loan processing$4,400
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$218
STRATEGIC ADVISORS · Investment advisory (plan)$50

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$4,870 · 0.07%
2023$23,709 · 0.40%
2022$29,952 · 0.50%
Similar plansHealth Care & Social Assistance · Massachusetts
Lifepath, Inc. MA$7.6M · 0.51%
Linus Health, Inc. MA$7.6M · 0.69%
TCR2 Therapeutics, Inc. MA$7.5M · 0.02%
House Works LLC MA$7.2M · 0.63%
Tri-Valley, Inc. MA$7.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042932308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.