# Hoffmann Hospice Of The Valley, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hoffmann-hospice-of-the-valley-inc-401k-plan

> Hoffmann Hospice Of The Valley, INC.'s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoffmann Hospice Of The Valley, INC.

- **Sponsor EIN:** 770386207

- **Sponsor Address:** 4325 BUENA VISTA RD, BAKERSFIELD, CA, 93311

- **Plan Type:** 401(k)

- **Total Participants:** 173

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|173|$6.5M|$268,299|$520,931|

| 2023|164|$5.3M|$247,702|$517,310|

| 2022|164|$4.8M|$200,151|$448,844|

## 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 ARMSTRONG ACCOUNTANCY CORP|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|$3,518|—|$3,518|—|—|

| 2023|$2,246|—|$2,246|—|—|

| 2022|$450|—|$450|—|—|

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