Plan Ledger DOL Form 5500 · updated monthly

Hospice of the Bluegrass401(k)

HOSPICE OF THE BLUEGRASS 401(K) RETIREMENT SAVINGS PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Hospice of the Bluegrass reported $35,081 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,366 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 0.04% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 117th-largest of 871 plans among Kentucky employers on file, and the 1,476th of 11,911 in health care & social assistance. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,858,676
Participants with balances836
Active participants688
Employer contributions$1,627,538
Employee contributions$2,709,325
Employer contribution per active participant$2,366
Average account balance$81,171
Benefits paid to participants$5,129,818
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$67.9M · 836 accts · $1.6M emplr
2023$60.2M · 882 accts · $1.5M emplr
2022$49.9M · 843 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,081
Total administrative$35,081
The Hospice of the Bluegrass 401(k) match · 2024
Employer contribution per active participant$2,366
Median for plans this size$3,635
2024$2,366 per active participant
2023$2,120 per active participant
2022$2,322 per active participant

Hospice of the Bluegrass's 2024 employer contribution ran below the $3,635 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$175,335

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$35,081 · 0.05%
2023$29,566 · 0.05%
2022$23,372 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Tj Regional Health Inc. KY$83.2M · 0.38%
One Anesthesia, PLLC KY$76.8M · 0.22%
Hosparus, Inc. KY$53.2M · 0.41%
Seven Counties Services KY$50.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610978097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.