Plan Snapshot
- Plan Sponsor: Hospice Brazos Valley, INC.
- Sponsor EIN: 742229794
- Sponsor Address: 502 WEST 26TH STREET, BRYAN, TX, 778032426
- Plan Type: 403(b)
- Total Participants: 89
- Total Assets: $4.7M
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 | 89 | $4.7M | $128,169 | $275,745 |
| 2023 | 88 | $4.5M | $146,269 | $281,120 |
| 2022 | 85 | $4.6M | $149,698 | $316,682 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $44,169 | — | $44,169 |
| THOMPSON, DERRIG & CRAIG, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- THOMPSON, DERRIG & CRAIG, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,169
- Estimated Expense Ratio: 0.941% 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 | $44,203 | — | $44,169 | — | — |
| 2023 | $42,963 | — | $42,963 | — | — |
| 2022 | $47,998 | — | $47,998 | — | — |