Plan Ledger DOL Form 5500 · updated monthly

Hope Hospice401(k)

HOPE HOSPICE 403(B) TAX DEFERRED ANNUITY PLAN · NEW BRAUNFELS, TX · plan year 2025

Reported admin expense ratio · 2025
1.12%

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

Hope Hospice reported $51,951 in plan administrative expenses for 2025: 1.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,827 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 3 years on file its reported administrative ratio rose from 0.90% to 1.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,016th of 5,688), and 7,844th of 11,911 in health care & social assistance. In 2025, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 118 to 151 since 2022.

Plan summary
Net assets, end of year$5,125,034
Participants with balances157
Active participants151
Employer contributions$275,929
Employee contributions$449,348
Employer contribution per active participant$1,827
Average account balance$32,644
Benefits paid to participants$377,953
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Plan history4
Yearassets · accounts · employer contribution
2025$5.1M · 157 accts · $276K emplr
2024$4.1M · 156 accts · $237K emplr
2023$3.2M · 138 accts · $186K emplr
2022$2.7M · 119 accts · $152K emplr
Administrative expenses, itemized · 2025
Investment management$51,951
Total administrative$51,951
The Hope Hospice 401(k) match · 2025
Employer contribution per active participant$1,827
Median for plans this size$1,464
2025$1,827 per active participant
2024$1,578 per active participant
2023$1,405 per active participant
2022$1,288 per active participant

Hope Hospice's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$25,591
ALLIANCE BENEFIT GROUP OF HOUSTON I · Contract administrator$6,572
EMPOWER ADVISORY GROUP, LLC · Investment management$6,048

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

Administrative cost history4
2025$51,951 · 1.12%
2024$31,007 · 0.84%
2023$24,052 · 0.82%
2022$25,229 · 0.90%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Tarrant Area Food Bank TX$5.2M · 0.64%
Childcaregroup TX$5.1M · 0.15%
The Council on Recovery TX$5.0M · 0.49%
Rox Access Network TX$5.0M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742314580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.