Plan Snapshot
- Plan Sponsor: Good Samaritan Hospice, INC.
- Sponsor EIN: 541608259
- Sponsor Address: 4751 COVE ROAD NW, ROANOKE, VA, 24017
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $3.9M
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 | 136 | $3.9M | $260,270 | $430,684 |
| 2023 | 123 | $3.1M | $318,444 | $447,865 |
| 2022 | 108 | $2.2M | $186,946 | $378,856 |
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 |
|---|---|---|---|---|
| BROWN EDWARDS CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN EDWARDS CPA — 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 | $6,566 | $536 | — | — | — |
| 2023 | $2,885 | $84 | — | — | — |
| 2022 | $3,047 | — | $3,047 | — | — |