Plan Ledger DOL Form 5500 · updated monthly

Our Hospice of South Central Ind401(k)

OUR HOSPICE RETIREMENT PLAN · COLUMBUS, IN · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Our Hospice of South Central Ind reported $47,904 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,990 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 rose from 0.54% to 0.61%. 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 Indiana (959th of 1,562), and 6,242nd of 11,911 in health care & social assistance. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,491,962
Participants with balances162
Active participants165
Employer contributions$328,318
Employee contributions$684,784
Employer contribution per active participant$1,990
Average account balance$52,420
Benefits paid to participants$798,685
Plan auditUnmodified (clean) audit opinion
AuditorAGRESTA
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 162 accts · $328K emplr
2023$7.3M · 157 accts · $324K emplr
2022$6.4M · 147 accts · $288K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,072
Investment management$23,832
Total administrative$47,904
The Our Hospice of South Central Ind 401(k) match · 2024
Employer contribution per active participant$1,990
Median for plans this size$1,313
2024$1,990 per active participant
2023$2,074 per active participant
2022$1,893 per active participant

Our Hospice of South Central Ind'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 · 20243
ADP, INC. · Recordkeeping · Investment advisory (participants)$24,072
SHEPHERD FINANCIAL INVEST. ADVISORY · Recordkeeping · Trustee$23,832
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, SHEPHERD FINANCIAL INVEST. ADVISORY
2023ADP, FIRST FINANCIAL BANK, SHEPHERD FINANCIAL INVEST. ADVISORY

This plan has changed recordkeepers within these filings. If you left Our Hospice of South Central Ind before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,904 · 0.61%
2023$57,015 · 0.83%
2022$36,577 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Tx Team Rehab Inc. IN$9.3M · 0.93%
Lasting Change, Inc. IN$8.5M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351479425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.