Plan Ledger DOL Form 5500 · updated monthly

L & a Care Corporation dba Roze Room Hospice401(k)

ROZE ROOM HOSPICE 401(K) PROFIT SHARING PLAN · RESEDA, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

L & a Care Corporation dba Roze Room Hospice reported $32,037 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,898 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 0.39% to 0.28%. 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 among the smaller plans on file in California (4,945th of 9,483), and the 5,124th of 11,911 in health care & social assistance. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 120 to 137 since 2022.

Plan summary
Net assets, end of year$12,127,371
Participants with balances123
Active participants137
Employer contributions$260,088
Employee contributions$523,616
Employer contribution per active participant$1,898
Average account balance$98,597
Benefits paid to participants$333,359
Plan auditUnmodified (clean) audit opinion
AuditorLAWRENCE R. MITCHELL & CO., CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 123 accts · $260K emplr
2023$10.5M · 122 accts · $433K emplr
2022$8.4M · 111 accts · $335K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,037
Total administrative$32,037
The L & a Care Corporation dba Roze Room Hospice 401(k) match · 2024
Employer contribution per active participant$1,898
Median for plans this size$2,416
2024$1,898 per active participant
2023$3,304 per active participant
2022$2,792 per active participant

L & a Care Corporation dba Roze Room Hospice's 2024 employer contribution ran below the $2,416 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 · 20243
RAYMOND JAMES FINANCIAL SERV · Investment advisory (plan)$37,046
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$1,950
CAPITAL GROUP RETIREMENT PLAN SERV$375

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

Administrative cost history3
2024$32,037 · 0.28%
2023$32,487 · 0.35%
2022$35,979 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · California
Vargo Physical Therapy Inc CA$12.5M · 0.31%
MD Revolution, Inc. CA$12.4M · 0.41%
E Center CA$12.1M · 0.10%
Kern Regional Center CA$12.1M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954643592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.