Plan Ledger DOL Form 5500 · updated monthly

Old Colony Hospice, Inc.403(b)

OLD COLONY HOSPICE, INC. 403(B) PLAN · WEST BRIDGEWATER, MA · plan year 2024

Reported admin expense ratio · 2024
1.08%

Old Colony Hospice, Inc. reported $35,909 in plan administrative expenses for 2024: 1.08% of average plan assets, higher than ~75% of peers. 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 1.08%. 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 Massachusetts (2,432nd of 2,726), and 8,823rd of 11,911 in health care & social assistance. active participation has shrunk from 149 to 122 since 2022.

Plan summary
Net assets, end of year$3,614,740
Participants with balances85
Active participants122
Employer contributions—
Employee contributions$596,476
Employer contribution per active participant—
Average account balance$42,526
Benefits paid to participants$335,001
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 85 accts
2023$3.0M · 95 accts
2022$2.4M · 97 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,552
Investment management$15,357
Total administrative$35,909
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
STANDCORP FINANCIAL CORP · Claims processing · Recordkeeping$20,552
SYMPHONY RETIREMENT PARTNERS, LLC · Investment advisory (plan)$11,110
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$4,247

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

Recordkeeper by year2
2024STANDCORP FINANCIAL CORP
2023STANDCORP FINANCIAL CORP

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

Administrative cost history3
2024$35,909 · 1.08%
2023$29,990 · 1.11%
2022$24,497 · 1.07%
Similar plansHealth Care & Social Assistance · Massachusetts
Delta Projects, Inc. MA$3.8M · 0.79%
Duffy Health Center, Inc. MA$3.6M · 0.71%
Crystal Springs, Inc. MA$3.5M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042793637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.