Plan Ledger DOL Form 5500 · updated monthly

Yolo Hospice, Inc.401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. · DAVIS, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Yolo Hospice, Inc. reported $1,250 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $756 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 rose from 0.02% to 0.03%. 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 (7,387th of 9,483), and 8,556th of 11,911 in health care & social assistance. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has grown from 69 to 151 since 2022.

Plan summary
Net assets, end of year$4,000,552
Participants with balances133
Active participants151
Employer contributions$114,208
Employee contributions$272,392
Employer contribution per active participant$756
Average account balance$30,079
Benefits paid to participants$794,139
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 133 accts · $114K emplr
2023$3.9M · 126 accts · $92K emplr
2022$3.4M · 135 accts · $95K emplr
The Yolo Hospice, Inc. 401(k) match · 2024
Employer contribution per active participant$756
Median for plans this size$1,313
2024$756 per active participant
2023$706 per active participant
2022$1,374 per active participant

Yolo Hospice, Inc.'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,670

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,250 · 0.03%
2023$812 · 0.02%
2022$666 · 0.02%
Similar plansHealth Care & Social Assistance · California
Avellino Lab USA, Inc. CA$4.1M · 0.74%
Accesshope, LLC CA$4.1M · 0.19%
Adjoin CA$4.0M · 0.89%
Community Action Marin CA$4.0M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942597528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.