Plan Ledger DOL Form 5500 · updated monthly

Hope Hospice, Inc.403(b)

HOPE HOSPICE, INC. RETIREMENT PLAN · DUBLIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Hope Hospice, Inc. reported $18,607 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $1,964 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 0.87% to 0.41%. 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 California (7,108th of 9,483), and 8,094th of 11,911 in health care & social assistance. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has shrunk from 94 to 72 since 2022.

Plan summary
Net assets, end of year$4,680,694
Participants with balances109
Active participants72
Employer contributions$141,381
Employee contributions$451,186
Employer contribution per active participant$1,964
Average account balance$42,942
Benefits paid to participants$700,410
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$4.7M · 109 accts · $141K emplr
2023$4.3M · 108 accts · $149K emplr
2022$3.7M · 101 accts · $279K emplr
Administrative expenses, itemized · 2024
Investment management$18,437
Total administrative$18,607
Employer contributions to the Hope Hospice, Inc. plan · 2024
Employer contribution per active participant$1,964
Median for plans this size$1,313
2024$1,964 per active participant
2023$1,655 per active participant
2022$2,964 per active participant

Hope 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 · 20242
CBIZ FINANCIAL SOLUTIONS · Investment advisory (plan)$15,723
NATIONWIDE · Contract administrator$656

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

Administrative cost history4
2025Not separately reported
2024$18,607 · 0.41%
2023$36,232 · 0.90%
2022$32,947 · 0.87%
Similar plansHealth Care & Social Assistance · California

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Source: U.S. Department of Labor, Form 5500 series, EIN 942576059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.