Plan Snapshot
- Plan Sponsor: Hospice Of The Valley
- Sponsor EIN: 860338886
- Sponsor Address: 1510 E. FLOWER STREET, PHOENIX, AZ, 85014
- Plan Type: 401(k)
- Total Participants: 1,838
- Total Assets: $130.0M
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 | 1,838 | $130.0M | $2.5M | $9.0M |
| 2023 | 1,747 | $113.0M | $2.2M | $8.0M |
| 2022 | 1,599 | $96.0M | $2.1M | $7.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $176,530 | — | $176,530 |
| CAPFINANCIAL PARTNERS LLC | NONE | $34,738 | — | $34,738 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,268
- Estimated Expense Ratio: 0.163% 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 | $211,343 | $44,570 | — | — | — |
| 2023 | $196,127 | $40,852 | — | — | — |
| 2022 | $184,359 | $32,744 | — | — | — |