Plan Snapshot
- Plan Sponsor: Alive Hospice, INC.
- Sponsor EIN: 620983550
- Sponsor Address: 1718 PATTERSON STREET, NASHVILLE, TN, 37203
- Plan Type: DC
- Total Participants: 334
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 334 | $11.8M | $193,989 | $989,750 |
| 2023 | 322 | $10.8M | $177,110 | $996,030 |
| 2022 | 328 | $9.2M | $207,743 | $959,079 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $41,369 | — | $41,369 |
| KESTRA ADVISORY SERVICES LLC | Investment Advisor | $38,294 | — | $38,294 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,544 | — | $9,544 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,207
- Estimated Expense Ratio: 0.753% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $89,207 | $47,838 | — | — | — |
| 2023 | $75,883 | $45,352 | — | — | — |
| 2022 | $73,249 | — | $73,249 | — | — |