Plan Ledger DOL Form 5500 · updated monthly

Hospice Foundation of Greater Baton Rouge401(k)

HOSPICE FOUNDATION OF GREATER BATON ROUGE 401K PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Hospice Foundation of Greater Baton Rouge reported $36,626 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $1,488 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 0.65%. 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 Louisiana (565th of 884), and 7,348th of 11,911 in health care & social assistance. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 91 to 143 since 2022.

Plan summary
Net assets, end of year$6,003,643
Participants with balances204
Active participants143
Employer contributions$212,737
Employee contributions$289,449
Employer contribution per active participant$1,488
Average account balance$29,430
Benefits paid to participants$429,978
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 204 accts · $213K emplr
2023$5.3M · 166 accts · $251K emplr
2022$4.5M · 140 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,545
Investment management$1,081
Total administrative$36,626
The Hospice Foundation of Greater Baton Rouge 401(k) match · 2024
Employer contribution per active participant$1,488
Median for plans this size$1,313
2024$1,488 per active participant
2023$2,203 per active participant
2022$3,305 per active participant

Hospice Foundation of Greater Baton Rouge'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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,252
WILSHIRE ASSOCIATES · Investment advisory (participants)$1,081

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

Recordkeeper by year2
2024John Hancock
2023Transamerica

This plan has changed recordkeepers within these filings. If you left Hospice Foundation of Greater Baton Rouge before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$36,626 · 0.65%
2023$5,861 · 0.12%
2022$4,698 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Louisiana
Acadiana C.A.R.E.S., Inc. LA$6.1M · 0.02%
Arc of Acadiana, Inc. LA$5.8M · 0.93%
River Healthcare, Inc. LA$5.0M · 0.80%
Moreau Physical Therapy LA$4.9M · 1.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581613267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.