Plan Snapshot
- Plan Sponsor: Caldwell Hospice And Palliative Care, INC.
- Sponsor EIN: 561338470
- Sponsor Address: 902 KIRKWOOD AVE NW, LENOIR, NC, 286455121
- Plan Type: DC
- Total Participants: 252
- Total Assets: $10.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 252 | $10.6M | $406,469 | $617,763 |
| 2023 | 261 | $9.1M | $398,016 | $641,432 |
| 2022 | 203 | $8.0M | $372,803 | $578,911 |
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 |
|---|---|---|---|---|
| C. RANDOLPH CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- C. RANDOLPH CPA, PLLC — 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 | $75,744 | $47,506 | $28,238 | — | — |
| 2023 | $59,896 | — | $59,896 | — | — |
| 2022 | $54,330 | — | $54,330 | — | — |