Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Home & Hospice401(k)

VISITING NURSE HOME & HOSPICE 401(K) RETIREMENT PLAN · PORTSMOUTH, RI · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

Visiting Nurse Home & Hospice reported $47,251 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,108 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 4 years on file its reported administrative ratio has held roughly steady near 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 131st-largest of 286 plans among Rhode Island employers on file, and the 3,940th of 11,911 in health care & social assistance. In 2025, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,210,563
Participants with balances187
Active participants154
Employer contributions$478,574
Employee contributions$916,063
Employer contribution per active participant$3,108
Average account balance$97,383
Benefits paid to participants$1,018,133
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$18.2M · 187 accts · $479K emplr
2024$15.5M · 184 accts · $468K emplr
2023$13.5M · 185 accts · $447K emplr
2022$12.6M · 196 accts · $496K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$10,241
Investment management$37,010
Total administrative$47,251
The Visiting Nurse Home & Hospice 401(k) match · 2025
Employer contribution per active participant$3,108
Median for plans this size$2,666
2025$3,108 per active participant
2024$3,162 per active participant
2023$2,774 per active participant
2022$2,988 per active participant

Visiting Nurse Home & Hospice's 2025 employer contribution ran above the $2,666 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 · 20252
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$37,010

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

Administrative cost history4
2025$47,251 · 0.28%
2024$40,589 · 0.28%
2023$33,506 · 0.26%
2022$41,280 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · Rhode Island
Groden Center, Inc. RI$18.8M · 0.06%
Saint Elizabeth Community RI$15.5M · 1.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050258915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.