Plan Snapshot
- Plan Sponsor: Hospice Of Iredell County, INC.
- Sponsor EIN: 561376577
- Sponsor Address: 2347 SIMONTON ROAD, STATESVILLE, NC, 28625
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $6.9M
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 | 194 | $6.9M | $293,308 | $479,641 |
| 2023 | 202 | $5.7M | $259,150 | $456,767 |
| 2022 | 197 | $5.2M | $235,320 | $431,226 |
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 |
|---|---|---|---|---|
| DAVIDSON, HOLLAND, WHITESELL & CO. | Auditor | — | — | $0 |
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 | $7,801 | — | $6,100 | — | — |
| 2023 | $969 | $969 | — | — | — |
| 2022 | $251 | $251 | — | — | — |