Plan Snapshot
- Plan Sponsor: Hospice Austin
- Sponsor EIN: 742200596
- Sponsor Address: 4107 SPICEWOOD SPRINGS RD STE 100, AUSTIN, TX, 787598645
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 249 | $17.2M | $482,368 | $834,786 |
| 2023 | 240 | $16.9M | $538,207 | $852,967 |
| 2022 | 241 | $14.6M | $620,442 | $990,889 |
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 |
|---|---|---|---|---|
| DAVIDSON HOLLAND WHITESELL &CO PLLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $41,591 | — | $41,591 | — | — |
| 2023 | $43,667 | — | $43,667 | — | — |
| 2022 | $70,551 | $25,222 | $45,329 | — | — |