Plan Snapshot
- Plan Sponsor: Hospice Of The Piedmont, INC.
- Sponsor EIN: 581453827
- Sponsor Address: 1801 WESTCHESTER DR., HIGH POINT, NC, 27262
- Plan Type: 403(b)
- Total Participants: 213
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 213 | $13.5M | $566,203 | $871,094 |
| 2023 | 213 | $11.5M | $521,254 | $845,685 |
| 2022 | 209 | $9.5M | $486,593 | $808,225 |
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 |
|---|---|---|---|---|
| WILLIAMS OVERMAN PIERCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS OVERMAN PIERCE, 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 | $71,951 | $8,500 | $63,451 | — | — |
| 2023 | $56,567 | — | $56,567 | — | — |
| 2022 | $38,371 | — | $38,371 | — | — |