Plan Snapshot
- Plan Sponsor: Sharon S. Richardson Community Hospice
- Sponsor EIN: 043794775
- Sponsor Address: W2850 STATE ROAD 28, SHEBOYGAN FALLS, WI, 53085
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 138
- Total Assets: $5.4M
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. |
|---|---|---|---|---|
| 2025 | 138 | $5.4M | $0 | $0 |
| 2024 | 118 | $4.1M | $202,272 | $436,587 |
| 2023 | 124 | $3.2M | $215,217 | $556,079 |
| 2022 | 119 | $2.5M | $182,464 | $456,940 |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | Other Service Provider | $37,489 | — | $37,489 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,489
- Estimated Expense Ratio: 0.697% 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 |
|---|---|---|---|---|---|
| 2025 | $294,856 | $30,433 | — | — | — |
| 2024 | $30,827 | $24,719 | — | — | — |
| 2023 | $25,721 | $20,385 | — | — | — |
| 2022 | $23,004 | $22,254 | — | — | — |