Plan Snapshot
- Plan Sponsor: Hospice & Palliative Care Charlotte Region
- Sponsor EIN: 561219017
- Sponsor Address: P.O. BOX 470408, CHARLOTTE, NC, 28247
- Plan Type: 403(b)
- Total Participants: 979
- Total Assets: $44.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 979 | $44.8M | $930,531 | $3.0M |
| 2023 | 829 | $39.0M | $740,238 | $2.7M |
| 2022 | 755 | $32.4M | $406,219 | $2.2M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $136,333 | — | $136,333 | — | — |
| 2023 | $128,354 | — | $128,354 | — | — |
| 2022 | $111,194 | — | $111,194 | — | — |