Plan Snapshot
- Plan Sponsor: Montgomery Hospice
- Sponsor EIN: 521114719
- Sponsor Address: 1355 PICCARD DRIVE, ROCKVILLE, MD, 20850
- Plan Type: DC
- Total Participants: 297
- Total Assets: $18.9M
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 | 297 | $18.9M | $34,700 | $1.2M |
| 2023 | 294 | $17.4M | $178,579 | $1.2M |
| 2022 | 273 | $15.8M | $178,827 | $1.1M |
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 |
|---|---|---|---|---|
| GRAY, GRIFFITH AND MAYS | 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 | $10,731 | — | $10,731 | — | — |
| 2023 | $11,759 | — | $11,759 | — | — |
| 2022 | $10,797 | — | $10,797 | — | — |