Plan Snapshot
- Plan Sponsor: Hospice Of Muskegon County, INC.
- Sponsor EIN: 382415247
- Sponsor Address: 1050 W. WESTERN AVENUE, MUSKEGON, MI, 49441
- Plan Type: 403(b)
- Total Participants: 119
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 119 | $5.7M | $140,842 | $460,501 |
| 2023 | 112 | $5.1M | $126,356 | $403,918 |
| 2022 | 120 | $4.4M | $121,929 | $412,482 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | Other Service Provider | $21,469 | — | $21,469 |
| ASCENSUS LLC | Other Service Provider | $16,947 | — | $16,947 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,416
- Estimated Expense Ratio: 0.674% 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 | $38,416 | $21,469 | $16,947 | — | — |
| 2023 | $32,152 | $18,355 | $13,797 | — | — |
| 2022 | $13,866 | $13,866 | — | — | — |