Plan Snapshot
- Plan Sponsor: Our Hospice Of South Central Ind
- Sponsor EIN: 351479425
- Sponsor Address: 2626 17TH ST., COLUMBUS, IN, 47201
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $8.5M
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. |
|---|---|---|---|---|
| 2024 | 165 | $8.5M | $328,318 | $684,784 |
| 2023 | 156 | $7.3M | $323,614 | $665,305 |
| 2022 | 152 | $6.4M | $287,746 | $665,743 |
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 |
|---|---|---|---|---|
| AGRESTA | 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 | $47,904 | $23,832 | — | — | — |
| 2023 | $57,015 | $14,946 | — | — | — |
| 2022 | $36,577 | — | — | — | — |