Plan Ledger DOL Form 5500 · updated monthly

Hospice Austin401(k)

HOSPICE AUSTIN 401(K) RETIREMENT PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Hospice Austin reported $41,591 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,937 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 0.44% to 0.24%. 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 2,231st-largest of 5,688 plans among Texas employers on file, and the 4,107th of 11,911 in health care & social assistance. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,161,759
Participants with balances274
Active participants249
Employer contributions$482,368
Employee contributions$834,786
Employer contribution per active participant$1,937
Average account balance$62,634
Benefits paid to participants$2,958,050
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON HOLLAND WHITESELL &CO PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 274 accts · $482K emplr
2023$16.9M · 253 accts · $538K emplr
2022$14.6M · 298 accts · $620K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,591
Total administrative$41,591
The Hospice Austin 401(k) match · 2024
Employer contribution per active participant$1,937
Median for plans this size$2,416
2024$1,937 per active participant
2023$2,243 per active participant
2022$2,574 per active participant

Hospice Austin's 2024 employer contribution ran below 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$41,590

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$41,591 · 0.24%
2023$43,667 · 0.28%
2022$70,551 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · Texas
West Texas Health, PLLC TX$17.4M · 0.25%
Child Care Associates TX$17.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742200596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.