# Caldwell Hospice And Palliative Care, INC. DC Plan
Source: https://planprovider.pro/companies/caldwell-hospice-and-palliative-care-inc-plan

> Caldwell Hospice And Palliative Care, INC.'s DC plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INS CO|CONTRACT ADMINISTRATOR|$28,237|—|$28,237|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|$26,378|$7|$26,385|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISORY|$21,128|$7|$21,135|

| C. RANDOLPH CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [C. RANDOLPH CPA, PLLC](https://planprovider.pro/provider/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:** $75,757

- **Estimated Expense Ratio:** 0.714% 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|$75,744|$47,506|$28,238|—|—|

| 2023|$59,896|—|$59,896|—|—|

| 2022|$54,330|—|$54,330|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/caldwell-hospice-and-palliative-care-inc-plan)

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