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HOSPICE OF SANTA CRUZ COUNTY

403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF SANTA CRUZ COUNTY · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Mar 2, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

40filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$709

Reported employer contributions per active participant.

Higher than about 24% of comparable plans
#People in the filing
163

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$11 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 79% of comparable plans
↗Investment performance
Not available

Plan assets changed 4.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202440out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions24th percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense79th percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, HOSPICE OF SANTA CRUZ COUNTY reported $115,580 in employer contributions across the plan and 163 active participants. That works out to $709 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy54%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 7.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 297.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context40/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$115,580
Participant contributions
$884,938
Other contributions
$14,273
Employer share of reported contributions
11.6%
Beginning assets
$13,496,554
Ending assets
$14,099,445
Ending net assets
$14,099,445
Ending liabilities
$0
Total income
$2,544,538
Total expenses
$1,941,647
Administrative expenses
$2,822
Participant loans
$0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$764
2023
$747
2024
$709
Plan-paid administrative expenses per participant
2022
$3
2023
$11
2024
$11
Active participants
2022
141
2023
146
2024
163
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$70916314.1M20260302130612NAL0001051601001
2023$74714613.5M20250313130804NAL0012741923001
2022$76414111.7M20240410172439NAL0033481424001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.0%
Independent accountant’s opinion
Disclaimer of opinion Code 3
Late participant contributions reported
Yes
Public plan identifier
942497618-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Mar 19, 2004
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G3D2J2K2E2S2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260302130612NAL0001051601001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗