# Hospice Of The Valley 401(k) Plan
Source: https://planprovider.pro/companies/hospice-of-the-valley-401k-plan-003

> Hospice Of The Valley's 401(k) plan: 1,838 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 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:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hospice-of-the-valley-401k-plan-003)

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