# Hospice & Palliative Care Charlotte Region 403(b) Plan
Source: https://planprovider.pro/companies/hospice-palliative-care-charlotte-region-403b-plan

> Hospice & Palliative Care Charlotte Region's 403(b) plan: 979 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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