# Hospice Of Southern Maine 403(b) Plan
Source: https://planprovider.pro/companies/hospice-of-southern-maine-010540180-001

> Hospice Of Southern Maine's 403(b) plan: 166 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Hospice Of Southern Maine

- **Sponsor EIN:** 010540180

- **Sponsor Address:** 390 US ROUTE ONE, SCARBOROUGH, ME, 04074

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 166

- **Total Assets:** $9.4M

## 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.|

| 2025|166|$9.4M|$0|$0|

| 2024|144|$8.4M|$199,428|$760,660|

| 2023|148|$7.4M|$189,594|$674,545|

| 2022|140|$6.0M|$193,221|$645,689|

## 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|

| VALMARK ADVISERS INC|Investment Advisor|$25,433|—|$25,433|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$21,695|—|$21,695|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$12,701|—|$12,701|

| NBT BANK NA DBA TPA EXPERTS|Other Service Provider|$1,441|$4,531|$5,972|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $65,801

- **Estimated Expense Ratio:** 0.701% 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|

| 2025|$1,328,105|—|$58,629|—|—|

| 2024|$52,775|—|$52,775|—|—|

| 2023|$44,683|—|$44,683|—|—|

| 2022|$43,899|—|$43,899|—|—|

## Similar Plans

- [Androscoggin Home Health Services,INC.](https://planprovider.pro/companies/androscoggin-home-care-and-hospice-403b-plan) — 874 participants

- [New England Life Care, INC.](https://planprovider.pro/companies/new-england-life-care-inc-403b-plan) — 498 participants

- [Andwell Health Partners](https://planprovider.pro/companies/andwell-health-partners-010227184-502) — 486 participants

- [New England Life Care, INC.](https://planprovider.pro/companies/new-england-life-care-inc-223195337-502) — 431 participants

- [Hospice Of Southern Maine](https://planprovider.pro/companies/hospice-of-southern-maine-010540180-502) — 131 participants

- [Regional Home Care, INC.](https://planprovider.pro/companies/regional-home-care-inc-042887579-501) — 107 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hospice-of-southern-maine-010540180-001)

© 2026 PlanProvider.Pro