Plan Snapshot
- Plan Sponsor: Hospice Of North Idaho, INC.
- Sponsor EIN: 820368366
- Sponsor Address: 2290 W PRAIRIE AVE, COEUR D ALENE, ID, 838158424
- Plan Type: 403(b)
- Total Participants: 113
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 113 | $3.9M | $188,816 | $373,024 |
| 2023 | 107 | $3.4M | $199,577 | $411,735 |
| 2022 | 122 | $3.4M | $200,885 | $428,474 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Recordkeeper | — | $17,250 | $17,250 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $13,029 | — | $13,029 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,279
- Estimated Expense Ratio: 0.780% 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 | $13,029 | — | $13,029 | — | — |
| 2023 | $12,577 | — | $12,577 | — | — |
| 2022 | $12,428 | — | $12,428 | — | — |