Plan Snapshot
- Plan Sponsor: Hospice Of The Good Shepherd, INC.
- Sponsor EIN: 042655734
- Sponsor Address: 160 WELLS AVENUE, NEWTON CENTER, MA, 02459
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 305
- Total Assets: $12.9M
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 | 305 | $12.9M | $0 | $0 |
| 2024 | 245 | $9.9M | $465,550 | $1.1M |
| 2023 | 157 | $7.7M | $403,835 | $874,713 |
| 2022 | 189 | $6.1M | $354,408 | $800,945 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Other Service Provider | $61,048 | — | $61,048 |
| GLOBAL RETIREMENT PARTNERS | Other Service Provider | $23,058 | — | $23,058 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,106
- Estimated Expense Ratio: 0.654% 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 | $739,498 | $23,058 | $61,048 | — | — |
| 2024 | $71,139 | $20,202 | $50,937 | — | — |
| 2023 | $57,624 | $16,485 | $41,139 | — | — |
| 2022 | $55,349 | $15,406 | $39,943 | — | — |