Plan Snapshot
- Plan Sponsor: Hospice Of Marion County, INC.
- Sponsor EIN: 592214796
- Sponsor Address: PO BOX 4860, OCALA, FL, 344784860
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $276,146 | $948,210 |
| 2022 | 342 | $16.4M | $299,379 | $973,680 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSRUANCE COMPANY | CONTRACT ADMINISTRATOR | $29,563 | — | $29,563 |
| VARIABLE ANNUITY LIFE INSURANCE COM | SERVICE PROVIDER | $13,499 | — | $13,499 |
| ROYAL ALLIANCE ASSOCIATES, INC | INVESTMENT ADVISORY | — | $5,770 | $5,770 |
| MSL, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VARIABLE ANNUITY LIFE INSURANCE COM — SERVICE PROVIDER
- ROYAL ALLIANCE ASSOCIATES, INC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,832
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 |
|---|---|---|---|---|---|
| 2023 | $57,935 | — | — | — | — |
| 2022 | $43,045 | — | — | — | — |