# Regional Hospice & Home Care Of Western Ct, INC. Dba Regional Hospice 401(k) Plan
Source: https://planprovider.pro/companies/regional-hospice-home-care-of-western-ct-inc-dba-regional-hospice-401k-plan

> Regional Hospice & Home Care Of Western Ct, INC. Dba Regional Hospice's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Regional Hospice & Home Care Of Western Ct, INC. Dba Regional Hospice

- **Sponsor EIN:** 061178847

- **Sponsor Address:** 30 MILESTONE ROAD, DANBURY, CT, 06810

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $6.5M

## 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|137|$6.5M|$212,208|$467,688|

| 2023|130|$5.5M|$206,410|$450,396|

| 2022|124|$5.2M|$228,497|$498,120|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$13,711|—|$13,711|

| THE PATRIOT FINANCIAL GROUP|INVESTMENT ADVISOR|$8,500|—|$8,500|

| WELLS THOMAS, LLC|THIRD PARTY ADMIN|$5,748|—|$5,748|

| FIORITA, KORNHAAS & COMPANY, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,959

- **Estimated Expense Ratio:** 0.429% of plan assets

### 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|$29,210|—|$29,210|—|—|

| 2023|$27,598|—|$27,598|—|—|

| 2022|$28,167|—|$28,167|—|—|

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