Plan Snapshot
- Plan Sponsor: Hospice Of The Bluegrass
- Sponsor EIN: 610978097
- Sponsor Address: 1733 HARRODSBURG ROAD, LEXINGTON, KY, 40504
- Plan Type: 401(k)
- Total Participants: 688
- Total Assets: $67.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 688 | $67.9M | $1.6M | $2.7M |
| 2023 | 728 | $60.2M | $1.5M | $2.8M |
| 2022 | 632 | $49.9M | $1.5M | $2.7M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $35,081 | — | $35,081 | — | — |
| 2023 | $29,566 | — | $29,566 | — | — |
| 2022 | $23,372 | — | $23,372 | — | — |