# Hospice Of East Texas 401(k) Plan
Source: https://planprovider.pro/companies/hospice-of-east-texas-401k-plan

> Hospice Of East Texas's 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER AND TPA

- [HENRY & PETERS, P.C.](https://planprovider.pro/provider/henry-and-peters-pc) — 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|—|—|

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