# Hospice Brazos Valley, INC. 403(b) Plan
Source: https://planprovider.pro/companies/hospice-brazos-valley-inc-403b-plan

> Hospice Brazos Valley, INC.'s 403(b) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [THOMPSON, DERRIG & CRAIG, P.C.](https://planprovider.pro/provider/thompson-derrig-and-craig-pc) — 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|—|—|

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