Plan Snapshot
- Plan Sponsor: Islands Hospice, INC.
- Sponsor EIN: 264659430
- Sponsor Address: 4655 EXECUTIVE DRIVE, SUITE 350, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 197 | $4.5M | $315,675 | $615,705 |
| 2023 | 159 | $3.6M | $293,836 | $604,705 |
| 2022 | 165 | $2.5M | $454,095 | $654,593 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $7,607 | — | $7,607 | — | — |
| 2023 | $6,982 | — | $6,982 | — | — |
| 2022 | $6,997 | — | — | — | $6,997 |