Plan Snapshot
- Plan Sponsor: Hospice Of Southern Maine
- Sponsor EIN: 010540180
- Sponsor Address: 390 US ROUTE ONE, SCARBOROUGH, ME, 04074
- Plan Type: 401(k)
- 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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $58,629 | — | $58,629 | — | — |
| 2024 | $52,775 | — | $52,775 | — | — |
| 2023 | $44,683 | — | $44,683 | — | — |
| 2022 | $43,899 | — | $43,899 | — | — |