Plan Ledger DOL Form 5500 · updated monthly

Hospice Source, LLC401(k)

HOSPICE SOURCE, LLC · CARROLLTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.30%

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

Hospice Source, LLC reported $5,302 in plan administrative expenses for 2022: 0.30% of average plan assets, below the peer median. Employer contributions averaged $821 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (5,024th of 5,688), and 1,891st of 2,096 in real estate & leasing. In 2022, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,702,787
Participants with balances117
Active participants239
Employer contributions$196,157
Employee contributions$329,071
Employer contribution per active participant$821
Average account balance$14,554
Benefits paid to participants$334,536
Plan auditUnmodified (clean) audit opinion
AuditorBLAND GARVEY P.C.
The Hospice Source, LLC 401(k) match · 2022
Employer contribution per active participant$821
Median for plans this size$1,114

Hospice Source, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,302 · 0.30%
Same employer
Similar plansReal Estate & Leasing · Texas
Grayco Partners LLC TX$1.8M · 0.28%
Rreaf Holdings, LLC TX$1.7M · 1.67%
Megatel Homes, LLC TX$1.6M · 1.77%
Orison Holdings, LLC TX$1.6M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464872071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.