# Hope Hospice And Community Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/hope-403b-plan-002

> Hope Hospice And Community Services, INC.'s 403(b) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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)](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hope-403b-plan-002)

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