Plan Ledger DOL Form 5500 · updated monthly

Hospice of Havasu401(k)

EMPLOYEE BENEFIT PLAN OF HOSPICE OF HAVASU · LAKE HAVASU CITY, AZ · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hospice of Havasu reported $506 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.006% to 0.013%. 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 Arizona (906th of 1,285), and 8,587th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,948,542
Participants with balances77
Active participants54
Employer contributions$0
Employee contributions$131,254
Employer contribution per active participant$0
Average account balance$51,280
Benefits paid to participants$246,878
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 77 accts
2023$3.7M · 107 accts · $54K emplr
2022$3.8M · 120 accts · $75K emplr
The Hospice of Havasu 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$905 per active participant
2022$1,435 per active participant

Hospice of Havasu's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$636

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$506 · 0.01%
2023$330 · 0.01%
2022$252 · 0.01%
Similar plansHealth Care & Social Assistance · Arizona
ABILITY360 AZ$4.2M · 0.86%
Mind 24-7, LLC AZ$3.9M · 1.82%
Childhelp, Inc. AZ$3.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942836972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.