Health & Palliative Services Of The Treasure Coast, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Health & Palliative Services Of The Treasure Coast, INC.
  • Sponsor EIN: 201683870
  • Sponsor Address: 1201 SE INDIAN STREET, STUART, FL, 34997
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 426
  • Total Assets: $19.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023426$19.1M$543,824$1.5M
2022381$16.8M$470,005$1.3M

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