Plan Ledger DOL Form 5500 · updated monthly

Regional Hospice & Home Care of Western Ct, Inc. dba Regional Hospice401(k)

REGIONAL HOSPICE & HOME CARE 401(K) PROFIT SHARING PLAN & TRUST · DANBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Regional Hospice & Home Care of Western Ct, Inc. dba Regional Hospice reported $29,210 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,549 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 0.52% to 0.49%. 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 Connecticut (858th of 1,106), and 7,087th of 11,911 in health care & social assistance. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has grown from 124 to 137 since 2022.

Plan summary
Net assets, end of year$6,523,457
Participants with balances125
Active participants137
Employer contributions$212,208
Employee contributions$467,688
Employer contribution per active participant$1,549
Average account balance$52,188
Benefits paid to participants$507,693
Plan auditUnmodified (clean) audit opinion
AuditorFIORITA, KORNHAAS & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 125 accts · $212K emplr
2023$5.5M · 131 accts · $206K emplr
2022$5.2M · 128 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,210
Total administrative$29,210
The Regional Hospice & Home Care of Western Ct, Inc. dba Regional Hospice 401(k) match · 2024
Employer contribution per active participant$1,549
Median for plans this size$1,313
2024$1,549 per active participant
2023$1,588 per active participant
2022$1,843 per active participant

Regional Hospice & Home Care of Western Ct, Inc. dba Regional Hospice'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 · 20245
THE PATRIOT FINANCIAL GROUP · Investment advisory (plan)$8,500
WELLS THOMAS, LLC · Contract administrator$5,748
EMPOWER ADVISORY GROUP, LLC · Investment management$3,283
WT 3(16) LLCindirect comp

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$29,210 · 0.49%
2023$27,598 · 0.52%
2022$28,167 · 0.52%
Similar plansHealth Care & Social Assistance · Connecticut
Clasp Homes Inc CT$6.4M · 0.10%
United Services, Inc. CT$6.4M · 0.03%
Link-In Benefits, LLC CT$6.4M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061178847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.