Plan Snapshot
- Plan Sponsor: Hope Hospice, INC.
- Sponsor EIN: 942576059
- Sponsor Address: 6801 KOLL CENTER PKWY, STE 140, PLEASANTON, CA, 94566
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 72 | $4.7M | $141,381 | $451,186 |
| 2023 | 90 | $4.3M | $148,944 | $511,073 |
| 2022 | 94 | $3.7M | $278,606 | $457,457 |
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 |
|---|---|---|---|---|
| BAKER TILLY US,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US,LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $6,820 | $5,257 | $1,053 | — | — |
| 2024 | $18,607 | $18,437 | — | — | — |
| 2023 | $36,232 | $15,622 | $16,260 | — | — |
| 2022 | $32,947 | $14,202 | $14,876 | — | — |