Plan Ledger DOL Form 5500 · updated monthly

Sangre de Cristo Hospice & Palliative Care403(b)

SANGRE DE CRISTO HOSPICE & PALLIATIVE CARE 403(B) RETIREMENT PLAN · PUEBLO, CO · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Sangre de Cristo Hospice & Palliative Care reported $37,647 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,213 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 1.05% to 0.97%. 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 Colorado (1,124th of 1,461), and 8,552nd of 11,911 in health care & social assistance. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has shrunk from 213 to 147 since 2022.

Plan summary
Net assets, end of year$4,006,942
Participants with balances105
Active participants147
Employer contributions$178,311
Employee contributions$390,841
Employer contribution per active participant$1,213
Average account balance$38,161
Benefits paid to participants$889,126
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN KAST RYAN & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 105 accts · $178K emplr
2023$3.8M · 125 accts · $195K emplr
2022$3.5M · 145 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,647
Total administrative$37,647
Employer contributions to the Sangre de Cristo Hospice & Palliative Care plan · 2024
Employer contribution per active participant$1,213
Median for plans this size$1,313
2024$1,213 per active participant
2023$1,234 per active participant
2022$1,130 per active participant

Sangre de Cristo Hospice & Palliative Care's 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$37,647
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect 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$37,647 · 0.97%
2023$43,076 · 1.18%
2022$39,606 · 1.05%
Similar plansHealth Care & Social Assistance · Colorado
Bayaud Enterprises, Inc. CO$4.1M · 0.07%
Matthews-Vu Medical Group CO$4.0M · 0.04%
Ariel Clinical Services CO$3.8M · 0.52%
Pantheryx, Inc. CO$3.8M · 0.46%
Acf Enterprises, LLC CO$3.8M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742336442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.