Plan Ledger DOL Form 5500 · updated monthly

Sutter Vna and HospiceProfit-sharing plan

SUTTER VNA AND HOSPICE RETIREMENT PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Sutter Vna and Hospice reported $2,075 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.10% to 0.08%. 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 California (8,001st of 9,483), and 9,502nd of 11,911 in health care & social assistance. active participation has shrunk from 18 to 13 since 2022.

Plan summary
Net assets, end of year$2,683,688
Participants with balances98
Active participants13
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$27,385
Benefits paid to participants$128,406
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 98 accts
2023$2.3M · 106 accts
2022$2.0M · 112 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,075
Total administrative$2,075
Employer contributions to the Sutter Vna and Hospice plan · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Sutter Vna and Hospice'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

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$2,075 · 0.08%
2023$2,200 · 0.10%
2022$2,376 · 0.10%
Similar plansHealth Care & Social Assistance · California
Medwatchers, Inc. CA$2.7M · 0.22%
Sass Mso LLC CA$2.7M · 0.10%
Kingdom Causes, Inc. CA$2.6M · 0.93%
Primary Diagnostics, Inc. CA$2.6M · 1.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 946068843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.