Plan Snapshot
- Plan Sponsor: Hope Hospice
- Sponsor EIN: 742314580
- Sponsor Address: 611 N. WALNUT STREET, NEW BRAUNFELS, TX, 78130
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 172
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 172 | $5.1M | $0 | $0 |
| 2024 | 150 | $4.1M | $236,707 | $377,864 |
| 2023 | 132 | $3.2M | $185,512 | $321,050 |
| 2022 | 118 | $2.7M | $151,933 | $337,796 |
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 |
|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | Investment Advisor | $25,591 | — | $25,591 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $13,619 | — | $13,619 |
| ALLIANCE BENEFIT GROUP OF HOUSTON I | Other Service Provider | $6,572 | $4,309 | $10,881 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,048 | — | $6,048 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,139
- Estimated Expense Ratio: 1.095% 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 |
|---|---|---|---|---|---|
| 2025 | $429,904 | $51,951 | — | — | — |
| 2024 | $31,007 | $29,612 | — | — | — |
| 2023 | $24,052 | — | $24,052 | — | — |
| 2022 | $25,229 | — | $25,229 | — | — |