Plan Snapshot
- Plan Sponsor: Hospice Of Wake County, INC. Dba Transitions Lifecare
- Sponsor EIN: 561228779
- Sponsor Address: 250 HOSPICE CIRCLE, RALEIGH, NC, 27607
- Plan Type: 403(b)
- Total Participants: 448
- Total Assets: $28.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 448 | $28.9M | $727,395 | $1.7M |
| 2023 | 402 | $27.3M | $704,875 | $1.6M |
| 2022 | 445 | $24.6M | $823,999 | $1.9M |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — 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 | $55,026 | — | $55,026 | — | — |
| 2023 | $59,224 | — | $59,224 | — | — |
| 2022 | $71,630 | — | $71,630 | — | — |