Plan Snapshot
- Plan Sponsor: Hospice Care Of South Carolina Dba Agape Care Group
- Sponsor EIN: 582318533
- Sponsor Address: 187 N. CHURCH STREET, SPARTANBURG, SC, 29306
- Plan Type: 401(k)
- Total Participants: 2,628
- Total Assets: $21.3M
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 | 2,628 | $21.3M | $888,865 | $3.7M |
| 2023 | 1,632 | $15.7M | $673,203 | $2.6M |
| 2022 | 1,131 | $8.9M | $459,498 | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $69,209 | — | $69,209 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $57,112 | — | $57,112 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,321
- Estimated Expense Ratio: 0.593% 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 | $129,289 | $60,080 | — | — | — |
| 2023 | $75,920 | $7,922 | — | — | — |
| 2022 | $78,546 | $32,399 | $46,147 | — | — |