Plan Ledger DOL Form 5500 · updated monthly

Infinity Hospice Care LLC401(k)

INFINITY HOSPICE CARE 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Infinity Hospice Care LLC reported $33,701 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $1,565 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 0.96% to 0.45%. 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 (666th of 1,285), and 6,458th of 11,911 in health care & social assistance. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,989,364
Participants with balances333
Active participants209
Employer contributions$327,055
Employee contributions$829,577
Employer contribution per active participant$1,565
Average account balance$23,992
Benefits paid to participants$900,003
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 333 accts · $327K emplr
2023$6.9M · 320 accts · $304K emplr
2022$5.8M · 296 accts · $311K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,769
Investment management$26,932
Total administrative$33,701
The Infinity Hospice Care LLC 401(k) match · 2024
Employer contribution per active participant$1,565
Median for plans this size$1,313
2024$1,565 per active participant
2023$1,490 per active participant
2022$1,605 per active participant

Infinity Hospice Care LLC's 2024 employer contribution ran above the $1,313 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 · 20242
MGKS · Recordkeeping$6,150
COMMONWEALTH FINANCIAL NETWORK$6,387

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

Recordkeeper by year2
2024MGKS
2023MGKS

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

Administrative cost history3
2024$33,701 · 0.45%
2023$65,889 · 1.04%
2022$58,336 · 0.96%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Momdoc, LLC AZ$8.1M · 1.01%
Mbi Acquisition Corp. AZ$8.0M · 0.42%
Sage Hospice Holdings LLC AZ$7.8M · 1.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202586546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.