Plan Snapshot
- Plan Sponsor: Hospice Of Davidson County, No
- Sponsor EIN: 581592138
- Sponsor Address: 200 HOSPICE WAY, LEXINGTON, NC, 272926989
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $6.9M | $256,366 | $368,188 |
| 2023 | 112 | $5.6M | $185,667 | $295,935 |
| 2022 | 100 | $4.6M | $185,399 | $250,565 |
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 |
|---|---|---|---|---|
| TURLINGTON AND COMPANY, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURLINGTON AND COMPANY, L.L.P. — 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 |
|---|---|---|---|---|---|
| 2024 | $1,905 | — | — | — | — |
| 2023 | $988 | — | — | — | — |
| 2022 | $888 | — | — | — | — |