# Valley Hospice, INC. 403(b) Plan
Source: https://planprovider.pro/companies/valley-hospice-inc-403b-plan

> Valley Hospice, INC.'s 403(b) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valley Hospice, INC.

- **Sponsor EIN:** 341459104

- **Sponsor Address:** 10686 STATE ROUTE 150, RAYLAND, OH, 43943

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

- **Total Participants:** 142

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|142|$4.6M|$174,579|$342,157|

| 2023|119|$5.0M|$153,623|$289,669|

| 2022|129|$4.1M|$149,867|$286,980|

## 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|

| ALEXANDER & WILLIAMS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALEXANDER & WILLIAMS, LLC](https://planprovider.pro/provider/alexander-and-williams-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|$5,462|—|$5,462|—|—|

| 2023|$3,425|—|$3,425|—|—|

| 2022|$5,492|—|—|—|$5,492|

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