Plan Snapshot
- Plan Sponsor: Hudson Valley Hospice
- Sponsor EIN: 141638619
- Sponsor Address: 374 VIOLET AVE., POUGHKEEPSIE, NY, 12601
- Plan Type: 403(b)
- Total Participants: 376
- Total Assets: $12.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 376 | $12.7M | $534,264 | $1.3M |
| 2023 | 370 | $10.3M | $448,507 | $1.1M |
| 2022 | 320 | $7.5M | $344,416 | $816,606 |
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 |
|---|---|---|---|---|
| BERRY,DUNN,MCNEIL & PARKER(NY),LLC | 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 | $52,781 | $43,344 | $8,597 | — | — |
| 2023 | $34,799 | $25,221 | $9,578 | — | — |
| 2022 | $28,498 | $20,283 | $7,720 | — | — |