Plan Snapshot
- Plan Sponsor: Home Hospice Of Odessa Midland, LLC
- Sponsor EIN: 752573838
- Sponsor Address: 601 E 2ND ST STE F, ODESSA, TX, 797615423
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 77 | $2.2M | $0 | $74,406 |
| 2023 | 76 | $2.2M | $0 | $73,983 |
| 2022 | 84 | $2.2M | $0 | $88,198 |
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 |
|---|---|---|---|---|
| BOLINGER SEGARS GILBERT & MOSS LLP | 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 | $238,576 | — | $1,517 | — | — |
| 2023 | $432,819 | — | $3,036 | — | — |
| 2022 | $1,356 | — | — | — | — |