Plan Ledger DOL Form 5500 · updated monthly

Lone Star Circle of Care403(b)

LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN · GEORGETOWN, TX · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Lone Star Circle of Care reported $224,724 in plan administrative expenses for 2024: 0.81% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,068 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 3 years on file its reported administrative ratio has held roughly steady near 0.81%. 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 1,560th-largest of 5,688 plans among Texas employers on file, and the 2,818th of 11,911 in health care & social assistance. In 2024, employees put in $3.43 for every $1.00 the employer contributed; active participation has grown from 669 to 741 since 2022.

Plan summary
Net assets, end of year$29,443,590
Participants with balances866
Active participants741
Employer contributions$791,314
Employee contributions$2,714,736
Employer contribution per active participant$1,068
Average account balance$34,000
Benefits paid to participants$4,016,256
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.4M · 866 accts · $791K emplr
2023$26.4M · 793 accts · $1.3M emplr
2022$21.3M · 781 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,018
Investment management$83,706
Total administrative$224,724
The Lone Star Circle of Care 401(k) match · 2024
Employer contribution per active participant$1,068
Median for plans this size$2,416
2024$1,068 per active participant
2023$1,867 per active participant
2022$2,156 per active participant

Lone Star Circle of Care'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 · 20243
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$60,578
EMPOWER ADVISORY GROUP, LLC · Investment management$23,128

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$224,724 · 0.81%
2023$172,608 · 0.72%
2022$181,545 · 0.78%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Therapy 2000, Inc. TX$30.6M · 0.40%
Depelchin Children's Center TX$27.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743001674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.