# Hospice Of The Chesapeake, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hospice-of-the-chesapeake-401k-plan

> Hospice Of The Chesapeake, INC.'s 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hospice Of The Chesapeake, INC.

- **Sponsor EIN:** 521181448

- **Sponsor Address:** 90 RITCHIE HWY, PASAADENA, MD, 211224303

- **Plan Type:** 401(k)

- **Total Participants:** 350

- **Total Assets:** $15.4M

## 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|350|$15.4M|$538,071|$1.6M|

| 2023|290|$17.1M|$405,878|$1.4M|

| 2022|330|$15.3M|$445,364|$1.4M|

## 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|

| ROGERS WEALTH GROUP|NONE|$90,652|—|$90,652|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORD KEEPER|$586|$7,494|$8,080|

| MULLEN, SONDBERG, WIMBISH, & STONE|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,732

- **Estimated Expense Ratio:** 0.642% 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|$104,106|$91,013|—|—|—|

| 2023|$4,165|—|—|—|—|

| 2022|$4,851|—|—|—|—|

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