Plan Ledger DOL Form 5500 · updated monthly

Hospice of East Texas401(k)

HOSPICE OF EAST TEXAS SAFE HARBOR 401(K) PLAN · TYLER, TX · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Hospice of East Texas reported $103,773 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,408 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 0.89% to 0.84%. 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 2,651st-largest of 5,688 plans among Texas employers on file, and the 4,898th of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,056,058
Participants with balances161
Active participants169
Employer contributions$407,014
Employee contributions$766,119
Employer contribution per active participant$2,408
Average account balance$81,094
Benefits paid to participants$1,003,598
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 161 accts · $407K emplr
2023$11.6M · 167 accts · $413K emplr
2022$10.6M · 181 accts · $398K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,226
Investment management$34,789
Trustee / custodial$758
Total administrative$103,773
The Hospice of East Texas 401(k) match · 2024
Employer contribution per active participant$2,408
Median for plans this size$2,416
2024$2,408 per active participant
2023$2,390 per active participant
2022$2,427 per active participant

Hospice of East Texas'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 · 20243
JULY BUSINESS SERVICES · Contract administrator · Recordkeeping$68,226
LASALLE ST SECURITIES, LLC · Investment advisory (plan)$34,789
TRINITY CAPITAL MANAGEMENT · Investment advisory (plan)$8,099

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

Recordkeeper by year2
2024July Business Services
2023July Business Services

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$103,773 · 0.84%
2023$102,207 · 0.92%
2022$99,965 · 0.89%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lifenet, Inc. TX$13.3M · 0.11%
Austin Retina Associates TX$13.0M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751851420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.