Plan Snapshot
- Plan Sponsor: Hospice Of Hope INC
- Sponsor EIN: 611145339
- Sponsor Address: 909 KENTON STATION DRIVE, MAYSVILLE, KY, 410569616
- Plan Type: 403(b)
- Total Participants: 118
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 118 | $6.9M | $204,376 | $375,716 |
| 2023 | 114 | $6.5M | $235,098 | $361,447 |
| 2022 | 120 | $5.6M | $194,485 | $366,732 |
| 2021 | 186 | $6.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — 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 | $22,829 | — | $22,829 | — | — |
| 2023 | $5,380 | — | $5,380 | — | — |
| 2022 | $7,047 | — | $7,047 | — | — |
| 2021 | $6,566 | — | $6,566 | — | — |