Plan Snapshot
- Plan Sponsor: Central Coast Vna & Hospice INC.
- Sponsor EIN: 941205572
- Sponsor Address: 5 LOWER RAGSDALE, MONTEREY, CA, 93940
- Plan Type: 403(b)
- Total Participants: 168
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 168 | $14.4M | $414,216 | $822,811 |
| 2023 | 176 | $13.1M | $422,359 | $785,345 |
| 2022 | 200 | $11.8M | $452,035 | $810,237 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $26,207 | — | $26,207 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $17,767 | — | $17,767 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,795 | — | $6,795 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,769
- Estimated Expense Ratio: 0.352% 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 | $53,801 | — | $53,801 | — | — |
| 2023 | $30,821 | — | $30,821 | — | — |
| 2022 | $28,296 | $28,296 | — | — | — |