Plan Snapshot
- Plan Sponsor: Circle Of Life Hospice & Palliativate Care
- Sponsor EIN: 311690041
- Sponsor Address: 901 JONES ROAD, SPRINGDALE, AR, 72762
- Plan Type: 403(b)
- Total Participants: 336
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 336 | $7.1M | $199,281 | $625,643 |
| 2023 | 298 | $6.1M | $181,372 | $541,763 |
| 2022 | 251 | $5.1M | $161,392 | $449,658 |
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 |
|---|---|---|---|---|
| S.F. FISER & COMPANY | Auditor | — | — | $0 |
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 | $25,047 | $15,964 | $9,083 | — | — |
| 2023 | $17,448 | $13,561 | $3,887 | — | — |
| 2022 | $16,053 | $12,718 | $3,335 | — | — |