# Hospice Of Henderson County, INC. 403(b) Plan
Source: https://planprovider.pro/companies/hospice-of-henderson-county-inc-403b-plan

> Hospice Of Henderson County, INC.'s 403(b) plan: 446 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 Henderson County, INC.

- **Sponsor EIN:** 561252665

- **Sponsor Address:** 571 SOUTH ALLEN ROAD, FLAT ROCK, NC, 28731

- **Plan Type:** 403(b)

- **Total Participants:** 446

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|446|$11.8M|$299,924|$1.0M|

| 2023|428|$10.0M|$268,871|$960,509|

| 2022|405|$7.8M|$254,154|$910,297|

## 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|

| VALIC|NONE|$7,866|—|$7,866|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VALIC](https://planprovider.pro/provider/corebridge-financial) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,866

- **Estimated Expense Ratio:** 0.067% 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|$7,866|—|—|—|—|

| 2023|$7,228|$7,228|—|—|—|

| 2022|$7,338|$7,338|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hospice-of-henderson-county-inc-403b-plan)

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