Plan Snapshot
- Plan Sponsor: Hospice Of St Francis
- Sponsor EIN: 591795440
- Sponsor Address: 1250-B GRUMMAN PLACE, TITUSVILLE, FL, 327807927
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 254 | $7.8M | $295,883 | $656,835 |
| 2023 | 256 | $7.0M | $324,076 | $713,915 |
| 2022 | 281 | $5.9M | $366,159 | $824,596 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $50,907 | $47,382 | $3,525 | — | — |
| 2023 | $44,624 | — | $4,275 | — | — |
| 2022 | $42,853 | $38,970 | $3,883 | — | — |