Plan Ledger DOL Form 5500 · updated monthly

Three Oaks Hospice, Inc.401(k)

THREE OAKS HOSPICE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

Three Oaks Hospice, Inc. reported $4,681 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. 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 4 years on file its reported administrative ratio fell from 0.37% to 0.21%. 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 Texas (4,701st of 5,688), and 9,543rd of 11,911 in health care & social assistance. active participation has grown from 299 to 775 since 2020.

Plan summary
Net assets, end of year$2,622,218
Participants with balances166
Active participants775
Employer contributions—
Employee contributions$718,773
Employer contribution per active participant—
Average account balance$15,796
Benefits paid to participants$215,258
Plan auditUnmodified (clean) audit opinion
AuditorLAWRENCE J BEARDSLEY CPA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 166 accts
2022$1.1M · 99 accts
2020$188K · 55 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,681
Total administrative$4,681
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.

Administrative cost history3
2024$4,681 · 0.21%
2022$2,498 · 0.27%
2020$702 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Teach Me Personnel, LLC TX$2.6M · 0.59%
Healing Hands Healthcare TX$2.5M · 0.22%
Houston Hospice TX$2.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834461666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.