# The Elizabeth Hospice 401(k) Plan
Source: https://planprovider.pro/companies/the-elizabeth-hospice-401k-plan

> The Elizabeth Hospice's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Elizabeth Hospice

- **Sponsor EIN:** 953275679

- **Sponsor Address:** 800 W VALLEY PKWY, ESCONDIDO, CA, 92025

- **Plan Type:** 401(k)

- **Total Participants:** 216

- **Total Assets:** $19.1M

## 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|216|$19.1M|$294,456|$1.5M|

| 2023|219|$18.0M|$436,847|$1.5M|

| 2022|247|$16.3M|$450,062|$1.5M|

## 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|

| JGD & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JGD & ASSOCIATES, LLP](https://planprovider.pro/provider/jgd-and-associates-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|$105,502|$57,993|—|—|—|

| 2023|$94,389|$49,860|—|—|—|

| 2022|$154,080|$54,388|$46,534|—|—|

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