Plan Ledger DOL Form 5500 · updated monthly

Heart to Heart Hospice Holdings, LLC401(k)

HEART TO HEART HOSPICE 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Heart to Heart Hospice Holdings, LLC reported $70,018 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,792 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 0.10% to 0.31%. 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 1,767th-largest of 5,688 plans among Texas employers on file, and the 3,207th of 11,911 in health care & social assistance. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 411 to 475 since 2022.

Plan summary
Net assets, end of year$24,478,282
Participants with balances627
Active participants475
Employer contributions$1,326,018
Employee contributions$2,905,949
Employer contribution per active participant$2,792
Average account balance$39,040
Benefits paid to participants$3,313,366
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.5M · 627 accts · $1.3M emplr
2023$21.2M · 613 accts · $1.2M emplr
2022$17.3M · 594 accts · $1.1M emplr
The Heart to Heart Hospice Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,792
Median for plans this size$2,416
2024$2,792 per active participant
2023$2,768 per active participant
2022$2,642 per active participant

Heart to Heart Hospice Holdings, LLC's 2024 employer contribution ran above the $2,416 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 · 20245
REGIONS BANK DBA REGIONS TRUST · Investment advisory (plan)$34,418
LOREN D STARK COMPANY INC · Contract administrator$33,974
EMPOWER ADVISORY GROUP, LLC · Investment management$14,663

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$70,018 · 0.31%
2023$23,641 · 0.12%
2022$17,925 · 0.10%
Similar plansHealth Care & Social Assistance · Texas
Rehab Pro Therapy TX$26.2M · 0.43%
Texas Heart Institute TX$24.3M · 0.02%
Intrepid USA, Inc. TX$24.2M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611700842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.