Plan Snapshot
- Plan Sponsor: Hospice Of East Texas
- Sponsor EIN: 751851420
- Sponsor Address: 4111 UNIVERSITY BOULEVARD, TYLER, TX, 75701
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $13.1M
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 | 169 | $13.1M | $407,014 | $766,119 |
| 2023 | 173 | $11.6M | $413,461 | $745,261 |
| 2022 | 164 | $10.6M | $397,949 | $725,173 |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES | RECORDKEEPER AND TPA | $68,226 | — | $68,226 |
| LASALLE ST SECURITIES, LLC | INVESTMENT ADVISOR | $34,789 | — | $34,789 |
| TRINITY CAPITAL MANAGEMENT | INVESTMENT ADVISOR | $8,099 | — | $8,099 |
| HENRY & PETERS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — RECORDKEEPER AND TPA
- HENRY & PETERS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,114
- Estimated Expense Ratio: 0.851% 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 | $103,773 | $34,789 | $68,226 | — | — |
| 2023 | $102,207 | $41,112 | $61,095 | — | — |
| 2022 | $99,965 | $41,298 | $58,667 | — | — |