# Hope Hospice 401(k) Plan
Source: https://planprovider.pro/companies/hope-hospice-401k-plan

> Hope Hospice's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hope Hospice

- **Sponsor EIN:** 742314580

- **Sponsor Address:** 611 N. WALNUT STREET, NEW BRAUNFELS, TX, 78130

- **Plan Type:** 401(k)

- **Total Participants:** 150

- **Total Assets:** $4.1M

## 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.|

| 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|$20,829|—|$20,829|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$7,612|—|$7,612|

| POOLER CPA GROUP LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [POOLER CPA GROUP LLC](https://planprovider.pro/provider/pooler-cpa-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,441

- **Estimated Expense Ratio:** 0.687% 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|$31,007|$29,612|—|—|—|

| 2023|$24,052|—|$24,052|—|—|

| 2022|$25,229|—|$25,229|—|—|

## Similar Plans

- [Ultra Care Logistics LLC](https://planprovider.pro/companies/ultra-care-logistics-llc-401k-plan) — 153 participants

- [Tvg Np Homecare Acquisition, INC. D/B/A Vitalcaring Group](https://planprovider.pro/companies/tvg-np-homecare-acquisition-inc-d-b-a-vitalcaring-group-401k-plan-001-3443) — 144 participants

- [Incarnation Home Health Services, INC.](https://planprovider.pro/companies/incarnation-home-health-services-inc-plan-001) — 140 participants

- [American Outcomes Management,L.](https://planprovider.pro/companies/american-outcomes-management-l-401k-plan) — 134 participants

- [Nav Central, LLC](https://planprovider.pro/companies/nav-central-llc-401k-plan) — 130 participants

- [Nurses Case Management, LLC Dba Carefor](https://planprovider.pro/companies/nurses-case-management-llc-dba-carefor-plan) — 128 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hope-hospice-401k-plan)

© 2026 PlanProvider.Pro