Plan Snapshot
- Plan Sponsor: Sage Hospice Holdings LLC
- Sponsor EIN: 830814897
- Sponsor Address: 5111 N SCOTTSDALE RD, SCOTTSDALE, AZ, 85250
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 569 | $7.8M | $166,206 | $2.1M |
| 2023 | 573 | $6.1M | $126,211 | $1.9M |
| 2022 | 630 | $4.2M | $1,943 | $1.7M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $120,432 | — | $120,432 |
| AAFCPAS INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,432
- Estimated Expense Ratio: 1.542% 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 | $120,432 | — | — | — | — |
| 2023 | $128,114 | — | — | — | — |
| 2022 | $80,962 | — | — | — | — |