Plan Snapshot
- Plan Sponsor: Hospice By The Bay
- Sponsor EIN: 942890791
- Sponsor Address: 17 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA, 94939
- Plan Type: 403(b)
- Total Participants: 381
- Total Assets: $34.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 381 | $34.2M | $772,682 | $2.9M |
| 2023 | 387 | $31.0M | $580,497 | $2.9M |
| 2022 | 400 | $25.9M | $751,161 | $2.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $14,727 | — | $420 | — | — |
| 2023 | $24,948 | — | $3,631 | — | — |
| 2022 | $9,293 | — | $9,293 | — | — |