# The Connecticut Hospice INC 403(b) Plan
Source: https://planprovider.pro/companies/the-connecticut-hospice-inc-403b-plan

> The Connecticut Hospice INC's 403(b) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Connecticut Hospice INC

- **Sponsor EIN:** 060878822

- **Sponsor Address:** 100 DOUBLE BEACH ROAD, BRANFORD, CT, 064054909

- **Plan Type:** 403(b)

- **Total Participants:** 166

- **Total Assets:** $6.4M

## 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|166|$6.4M|$47,727|$346,482|

| 2023|187|$6.6M|$33,022|$386,352|

| 2022|182|$6.9M|$1,794|$366,516|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|$41,237|$16,675|$24,562|—|—|

| 2023|$35,133|$7,927|—|—|—|

| 2022|$2,350|—|$2,350|—|—|

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