Plan Snapshot
- Plan Sponsor: Dunes Hospice LLC
- Sponsor EIN: 464486061
- Sponsor Address: 4711 EVANS AVE, VALPARAISO, IN, 46383
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $1.9M
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 | 112 | $1.9M | $0 | $321,919 |
| 2023 | 110 | $1.5M | $0 | $314,438 |
| 2022 | 101 | $986,428 | $60 | $256,887 |
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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | $7,698 | — | $7,698 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,698
- Estimated Expense Ratio: 0.407% 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 | $10,486 | $7,698 | — | — | — |
| 2023 | $6,701 | $5,489 | — | — | — |
| 2022 | $8,135 | — | — | — | — |