Plan Snapshot
- Plan Sponsor: Bristol Hospice
- Sponsor EIN: 203688586
- Sponsor Address: 206 N. 2100 W., SUITE 202, SALT LAKE CITY, UT, 84116
- Plan Type: 401(k)
- Total Participants: 2,600
- Total Assets: $49.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,600 | $49.2M | $1.3M | $5.3M |
| 2023 | 2,601 | $43.7M | $1.7M | $5.3M |
| 2022 | 2,769 | $34.7M | $0 | $4.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $210,445 | $132,867 | $77,578 | — | — |
| 2023 | $187,438 | $139,119 | $48,319 | — | — |
| 2022 | $157,955 | $82,927 | $75,028 | — | — |