Plan Ledger DOL Form 5500 · updated monthly

Sage Hospice Holdings LLC401(k)

SAGE HOSPICE HOLDINGS LLC 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.73%

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

Sage Hospice Holdings LLC reported $120,432 in plan administrative expenses for 2024: 1.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $292 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 2.07% to 1.73%. 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 Arizona (674th of 1,285), and 6,537th of 11,911 in health care & social assistance. In 2024, employees put in $12.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,809,770
Participants with balances765
Active participants569
Employer contributions$166,206
Employee contributions$2,099,003
Employer contribution per active participant$292
Average account balance$10,209
Benefits paid to participants$1,174,280
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 765 accts · $166K emplr
2023$6.1M · 773 accts · $126K emplr
2022$4.2M · 887 accts · $2K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$120,432
Total administrative$120,432
The Sage Hospice Holdings LLC 401(k) match · 2024
Employer contribution per active participant$292
Median for plans this size$1,313
2024$292 per active participant
2023$220 per active participant
2022$3 per active participant

Sage Hospice Holdings LLC's 2024 employer contribution ran below the $1,313 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$120,432

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
2023ADP

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

Administrative cost history3
2024$120,432 · 1.73%
2023$128,114 · 2.49%
2022$80,962 · 2.07%
Similar plansHealth Care & Social Assistance · Arizona
Mbi Acquisition Corp. AZ$8.0M · 0.42%
Infinity Hospice Care LLC AZ$8.0M · 0.45%
Valleylife AZ$7.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830814897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.