Plan Snapshot
- Plan Sponsor: Hope Hospice And Community Services, INC.
- Sponsor EIN: 592128697
- Sponsor Address: HOPE HEALTHCARE 9470 HEALTHPARK CIR, FT MYERS, FL, 33908
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 625 | $21.9M | $0 | $2.7M |
| 2022 | 876 | $24.6M | $0 | $3.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $130,772 | — | $130,772 |
| EVERHART FINANCIAL GROUP INC EVERHA | INVESTMENT ADVISOR | $68,328 | — | $68,328 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $11,386 | — | $11,386 |
| CLA (CLIFTONLARSONALLEN) | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLA (CLIFTONLARSONALLEN) — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,486
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 | $156,471 | — | — | — | — |
| 2023 | $105,243 | $39,857 | — | — | — |
| 2022 | $138,373 | $104,281 | $34,092 | — | — |