Plan Ledger DOL Form 5500 · updated monthly

Hospice Brazos Valley, Inc.403(b)

HOSPICE BRAZOS VALLEY, INC. ERISA 403(B) PLAN · BRYAN, TX · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Hospice Brazos Valley, Inc. reported $44,203 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,440 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 has held roughly steady near 0.97%. 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 Texas (4,148th of 5,688), and 8,085th of 11,911 in health care & social assistance. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,694,527
Participants with balances126
Active participants89
Employer contributions$128,169
Employee contributions$275,745
Employer contribution per active participant$1,440
Average account balance$37,258
Benefits paid to participants$506,595
Plan auditUnmodified (clean) audit opinion
AuditorTHOMPSON, DERRIG & CRAIG, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 126 accts · $128K emplr
2023$4.5M · 128 accts · $146K emplr
2022$4.6M · 137 accts · $150K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,203
Total administrative$44,203
Employer contributions to the Hospice Brazos Valley, Inc. plan · 2024
Employer contribution per active participant$1,440
Median for plans this size$1,313
2024$1,440 per active participant
2023$1,662 per active participant
2022$1,761 per active participant

Hospice Brazos Valley, 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$44,169

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$44,203 · 0.97%
2023$42,963 · 0.95%
2022$47,998 · 0.96%
Similar plansHealth Care & Social Assistance · Texas
Ctw Home Health, LLC TX$4.7M · 0.43%
Air Force Villages, Inc. TX$4.7M · 0.95%
Rise Corporate LLC TX$4.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742229794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.