Plan Snapshot
- Plan Sponsor: Home Health & Hospice Care, INC.
- Sponsor EIN: 562160050
- Sponsor Address: 2402 WAYNE MEMORIAL DRIVE, GOLDSBORO, NC, 27534
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $17.4M
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 | 415 | $17.4M | $749,416 | $1.2M |
| 2023 | 429 | $17.7M | $801,727 | $1.1M |
| 2022 | 425 | $14.8M | $790,323 | $1.2M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $17,271 | — | $17,271 |
| JANNEY MONTGOMERY SCOTT LLC | INVESTMENT/FINANCIAL ADVI | $10,833 | — | $10,833 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- JANNEY MONTGOMERY SCOTT LLC — INVESTMENT/FINANCIAL ADVI
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,104
- Estimated Expense Ratio: 0.162% 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 | $111,624 | $21,948 | — | — | — |
| 2023 | $79,967 | $3,076 | — | — | — |
| 2022 | $77,527 | $2,983 | $74,544 | — | — |