# Avow Hospice INC. 403(b) Plan
Source: https://planprovider.pro/companies/avow-hospice-inc-403b-plan

> Avow Hospice INC.'s 403(b) plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avow Hospice INC.

- **Sponsor EIN:** 592201250

- **Sponsor Address:** 1095 WHIPPOORWILL LN, NAPLES, FL, 34105

- **Plan Type:** 403(b)

- **Total Participants:** 332

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|332|$14.1M|$305,129|$794,589|

| 2023|255|$12.6M|$255,437|$706,040|

| 2022|260|$10.8M|$217,444|$712,288|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$2,285|$4,081|$6,366|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,366

- **Estimated Expense Ratio:** 0.045% 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|$1,710|—|$1,710|—|—|

| 2023|$911|—|$911|—|—|

| 2022|$1,743|—|$1,743|—|—|

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