Caldwell Hospice and Palliative Care 403(b) match, vesting and fees
What Caldwell Hospice and Palliative Care's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Ins Co | Schedule C ↗ |
| Independent auditor | C. Randolph Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Caldwell Hospice and Palliative Care: employer contribution per participant | $1,104 | |
| Peer median | $1,440 |
| Caldwell Hospice and Palliative Care: average balance | $36,130 | |
| Peer median | $38,351 |
| Caldwell Hospice and Palliative Care: admin expenses ÷ assets | 0.72% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.9M at the end of plan year 2021 to $12M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 368 | $12M | $366K | $1,104 | 0.72% | Not published | Form 5500 ↗ |
| 2024 | 373 | $10.6M | $406K | $1,364 | 0.77% | Not published | Form 5500 ↗ |
| 2023 | 374 | $9.1M | $398K | $1,305 | 0.70% | Not published | Form 5500 ↗ |
| 2022 | 333 | $8M | $373K | $1,226 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 320 | $6.9M | $361K | $1,341 | 0.76% | Not published | Form 5500 ↗ |
Common questions
Does Caldwell Hospice and Palliative Care match 401(k) contributions?
The match terms for the Amorem Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $366K in employer contributions, about $1,104 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Caldwell Hospice and Palliative Care 401(k) match vested?
The vesting schedule for the Amorem Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Caldwell Hospice and Palliative Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Ins Co. The plan administrator is Caldwell Hospice and Palliative Care, Inc..
I left Caldwell Hospice and Palliative Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Caldwell Hospice and Palliative Care, Inc., (828) 754-0101) or the recordkeeper, Principal Life Ins Co. The Caldwell Hospice and Palliative Care old 401(k) page lists the contacts from every plan filing. Find an old Caldwell Hospice and Palliative Care 401(k)
Data from the public Form 5500 annual reports Caldwell Hospice and Palliative Care filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Caldwell Hospice and Palliative Care. Not financial advice. Report a correction · Methodology