Plan Ledger DOL Form 5500 · updated monthly

Longleaf Hospice, LLC401(k)

LONGLEAF HOSPICE, LLC 401(K) PLAN · ATLANTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.81%

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

Longleaf Hospice, LLC reported $23,453 in plan administrative expenses for 2025: 0.81% of average plan assets, above the peer median. Employer contributions averaged $796 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 rose from 0.17% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,797th of 2,160), and 9,042nd of 11,911 in health care & social assistance. In 2025, employees put in $4.96 for every $1.00 the employer contributed; active participation has shrunk from 147 to 113 since 2022.

Plan summary
Net assets, end of year$3,301,033
Participants with balances126
Active participants113
Employer contributions$89,964
Employee contributions$446,516
Employer contribution per active participant$796
Average account balance$26,199
Benefits paid to participants$210,324
Plan auditUnmodified (clean) audit opinion
AuditorAVIZO GROUP
Plan history4
Yearassets · accounts · employer contribution
2025$3.3M · 126 accts · $90K emplr
2024$2.5M · 120 accts · $84K emplr
2023$2.0M · 105 accts · $77K emplr
2022$1.4M · 104 accts · $71K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$20,870
Investment management$183
Total administrative$23,453
The Longleaf Hospice, LLC 401(k) match · 2025
Employer contribution per active participant$796
Median for plans this size$1,464
2025$796 per active participant
2024$437 per active participant
2023$482 per active participant
2022$483 per active participant

Longleaf Hospice, LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK LIFE INSURANCE CO.USA · Recordkeeping · Investment management$3,553
THE PENSION CENTER OF FLORIDA, INC. · Accounting / audit · Recordkeeping$1,424

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

Recordkeeper by year3
2025John Hancock, THE PENSION CENTER OF FLORIDA, INC.
2024John Hancock, THE PENSION CENTER OF FLORIDA, INC.
2023John Hancock, THE PENSION CENTER OF FLORIDA, INC.

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Administrative cost history4
2025$23,453 · 0.81%
2024$18,763 · 0.85%
2023$10,407 · 0.61%
2022$2,387 · 0.17%
Similar plansHealth Care & Social Assistance · Georgia
Medside Corporation GA$3.6M · 0.21%
Island Health Care, Inc. GA$3.3M · 0.73%
Georgia Bone & Joint, LLC GA$3.2M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352336819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.