Plan Snapshot
- Plan Sponsor: Hospice & Palliative Carecenter
- Sponsor EIN: 581343313
- Sponsor Address: 101 HOSPICE LANE, WINSTON SALEM, NC, 27103
- Plan Type: 403(b)
- Total Participants: 352
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 352 | $20.2M | $463,959 | $1.2M |
| 2023 | 361 | $16.4M | $404,816 | $1.1M |
| 2022 | 355 | $13.3M | $339,074 | $946,262 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON — 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 | $52,602 | $3,749 | $48,853 | — | — |
| 2023 | $46,537 | $2,989 | $43,548 | — | — |
| 2022 | $41,722 | $276 | $39,192 | — | — |