Plan Ledger DOL Form 5500 · updated monthly

Sharon S. Richardson Community Hospice403(b)

SHARON S. RICHARDSON COMMUNITY HOSPICE 403(B) PLAN · SHEBOYGAN FALLS, WI · plan year 2025

Reported admin expense ratio · 2025
0.79%

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

Sharon S. Richardson Community Hospice reported $37,490 in plan administrative expenses for 2025: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,932 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 3 years on file its reported administrative ratio fell from 0.90% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,595th of 1,936), and 7,703rd of 11,911 in health care & social assistance. In 2025, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,378,643
Participants with balances106
Active participants113
Employer contributions$218,350
Employee contributions$476,859
Employer contribution per active participant$1,932
Average account balance$50,742
Benefits paid to participants$257,366
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$5.4M · 106 accts · $218K emplr
2024$4.1M · 106 accts · $202K emplr
2023$3.2M · 104 accts · $215K emplr
2022$2.5M · 108 accts · $182K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$7,057
Investment management$30,433
Total administrative$37,490
Employer contributions to the Sharon S. Richardson Community Hospice plan · 2025
Employer contribution per active participant$1,932
Median for plans this size$1,464
2025$1,932 per active participant
2024$1,714 per active participant
2023$1,736 per active participant
2022$1,533 per active participant

Sharon S. Richardson Community Hospice's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$37,489

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

Recordkeeper by year3
2025ASSOCIATED TRUST COMPANY, N.A.
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history4
2025$37,490 · 0.79%
2024$30,827 · 0.84%
2023$25,721 · 0.90%
2022$23,004 · 0.90%
Similar plansHealth Care & Social Assistance · Wisconsin
Valley Eye Associates WI$5.6M · 0.79%
Cedar Crest Inc WI$5.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043794775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.