Plan Snapshot
- Plan Sponsor: Hospice Of The Piedmont, INC.
- Sponsor EIN: 521205921
- Sponsor Address: 675 PETER JEFFERSON PKW, CHARLOTTESVILLE, VA, 229118618
- Plan Type: 403(b)
- Total Participants: 202
- Total Assets: $6.8M
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. |
|---|---|---|---|---|
| 2024 | 202 | $6.8M | $222,435 | $736,635 |
| 2023 | 184 | $5.8M | $220,668 | $672,602 |
| 2022 | 182 | $4.8M | $179,724 | $513,024 |
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 |
|---|---|---|---|---|
| GRAY GRIFFITH & MAYS, A.C. | 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 | $37,057 | — | $37,057 | — | — |
| 2023 | $37,163 | — | $37,163 | — | — |
| 2022 | $6,043 | — | $6,043 | — | — |