Plan Snapshot
- Plan Sponsor: Blue Ridge Hospice, INC.
- Sponsor EIN: 541126227
- Sponsor Address: 333 WEST CORK STREET #405, WINCHESTER, VA, 22601
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 389 | $8.9M | $479,676 | $1.1M |
| 2023 | 349 | $7.4M | $383,776 | $737,547 |
| 2022 | 272 | $5.7M | $411,198 | $631,389 |
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 |
|---|---|---|---|---|
| BUTTONWOOD WEALTH, LLC | INVESTMENT ADVISORY | $21,927 | — | $21,927 |
| STANCORP FINANCIAL GROUP | CONTRACT ADMINISTRATOR | $20,375 | — | $20,375 |
| GRAY GRIFFITH & MAYS, A.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,302
- Estimated Expense Ratio: 0.476% 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 | $43,873 | $21,927 | $21,946 | — | — |
| 2023 | $70,615 | $20,287 | $19,544 | — | — |
| 2022 | $59,072 | $16,314 | $42,758 | — | — |