Plan Snapshot
- Plan Sponsor: Snowline Hospice Of El Dorado County, INC.
- Sponsor EIN: 942678570
- Sponsor Address: 6520 PLEASANT VALLEY ROAD, DIAMOND SPRINGS, CA, 95619
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 156
- Total Assets: $5.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 156 | $5.7M | $254,508 | $623,810 |
| 2023 | 154 | $5.8M | $252,956 | $593,649 |
| 2022 | 143 | $4.7M | $249,644 | $551,873 |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | Investment Advisor | $13,269 | — | $13,269 |
| EDWARD JONES | Investment Advisor | $7,633 | — | $7,633 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $5,976 | — | $5,976 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,878
- Estimated Expense Ratio: 0.475% 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 | $26,878 | $20,902 | — | — | — |
| 2023 | $24,622 | $16,135 | — | — | — |
| 2022 | $33,337 | — | $33,337 | — | — |