Plan Snapshot
- Plan Sponsor: Three Oaks Hospice, INC.
- Sponsor EIN: 834461666
- Sponsor Address: 717 N. HARWOOD ST., DALLAS, TX, 752016501
- Plan Type: 401(k)
- Total Participants: 775
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 775 | $2.6M | $0 | $718,773 |
| 2023 | 123 | $1.8M | $0 | $556,288 |
| 2022 | 547 | $1.1M | $0 | $392,885 |
| 2020 | 299 | $187,505 | $0 | $0 |
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 |
|---|---|---|---|---|
| LAWRENCE J BEARDSLEY CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAWRENCE J BEARDSLEY CPA, PLLC — 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 | $4,681 | — | $4,681 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $2,498 | — | $2,498 | — | — |
| 2020 | $702 | — | $702 | — | — |