Plan Snapshot
- Plan Sponsor: The Center For Hospice And Palliative Care, INC.
- Sponsor EIN: 310952866
- Sponsor Address: 501 COMFORT PLACE, MISHAWAKA, IN, 46545
- Plan Type: 403(b)
- Total Participants: 271
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 271 | $6.8M | $115,384 | $521,931 |
| 2023 | 177 | $9.0M | $98,644 | $427,378 |
| 2022 | 107 | $8.2M | $108,429 | $475,388 |
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 |
|---|---|---|---|---|
| KRUGGEL LAWTON AND COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL LAWTON AND COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $70,656 | — | $70,656 | — | — |
| 2023 | $70,584 | — | $70,584 | — | — |
| 2022 | $66,239 | — | $66,239 | — | — |