Plan Snapshot
- Plan Sponsor: Longleaf Hospice, LLC
- Sponsor EIN: 352336819
- Sponsor Address: 2310 PARKLAKE DRIVE, SUITE 325, ATLANTA, GA, 30345
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 184
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 184 | $3.3M | $0 | $0 |
| 2024 | 192 | $2.5M | $83,992 | $384,182 |
| 2023 | 159 | $2.0M | $76,668 | $349,895 |
| 2022 | 147 | $1.5M | $71,073 | $302,373 |
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 |
|---|---|---|---|---|
| AVIZO GROUP | 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 |
|---|---|---|---|---|---|
| 2025 | $233,777 | $183 | $20,870 | — | — |
| 2024 | $18,763 | $94 | $16,269 | — | — |
| 2023 | $10,407 | — | $7,907 | — | — |
| 2022 | $2,387 | — | $1,487 | — | $900 |