Plan Snapshot
- Plan Sponsor: Cedar Valley Hospice, INC.
- Sponsor EIN: 421135294
- Sponsor Address: PO BOX 2880, WATERLOO, IA, 50704
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $5.5M
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 | 108 | $5.5M | $294,619 | $347,044 |
| 2023 | 108 | $4.8M | $256,857 | $333,849 |
| 2022 | 101 | $3.9M | $250,659 | $308,143 |
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 |
|---|---|---|---|---|
| BERGANKDV | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERGANKDV — 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 | $38,135 | $35,678 | $2,457 | — | — |
| 2023 | $30,610 | $28,990 | $1,620 | — | — |
| 2022 | $39,695 | $35,733 | $3,962 | — | — |