Plan Snapshot
- Plan Sponsor: Infinity Hospice Care LLC
- Sponsor EIN: 202586546
- Sponsor Address: 8434 E. SHEA BLVD., SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 209 | $8.0M | $327,055 | $829,577 |
| 2023 | 204 | $6.9M | $304,012 | $810,281 |
| 2022 | 194 | $5.8M | $311,446 | $804,081 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY 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 | $33,701 | $26,932 | $6,769 | — | — |
| 2023 | $65,889 | $21,592 | $44,297 | — | — |
| 2022 | $58,336 | $19,669 | $38,667 | — | — |