# Sage Hospice Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/sage-hospice-holdings-llc-401k-plan

> Sage Hospice Holdings LLC's 401(k) plan: 569 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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