Plan Ledger DOL Form 5500 · updated monthly

Hospice of Santa Cruz County401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF SANTA CRUZ COUNTY · SCOTTS VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Hospice of Santa Cruz County reported $2,822 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $709 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 0.01% to 0.02%. 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 4,550th-largest of 9,483 plans among California employers on file, and the 4,670th of 11,911 in health care & social assistance. In 2024, employees put in $7.66 for every $1.00 the employer contributed; active participation has grown from 141 to 163 since 2022.

Plan summary
Net assets, end of year$14,099,445
Participants with balances276
Active participants163
Employer contributions$115,580
Employee contributions$884,938
Employer contribution per active participant$709
Average account balance$51,085
Benefits paid to participants$1,938,825
Plan auditDisclaimer of opinion
AuditorATHERTON & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 276 accts · $116K emplr
2023$13.5M · 243 accts · $109K emplr
2022$11.7M · 235 accts · $108K emplr
The Hospice of Santa Cruz County 401(k) match · 2024
Employer contribution per active participant$709
Median for plans this size$2,416
2024$709 per active participant
2023$747 per active participant
2022$764 per active participant

Hospice of Santa Cruz County's 2024 employer contribution ran below the $2,416 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$2,822

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$2,822 · 0.02%
2023$2,914 · 0.02%
2022$639 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · California
Vnacare CA$14.1M · 0.14%
Western Youth Services CA$14.1M · 0.54%
Maryvale CA$14.1M · 0.02%
Elwyn California CA$14.1M · 0.26%
Valley Health Team, Inc. CA$14.0M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942497618 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.