Circle of Life Hospice & Palliativate Care 403(b) match, vesting and fees
What Circle of Life Hospice & Palliativate 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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | S.F. Fiser & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Circle of Life Hospice & Palliativate Care: employer contribution per participant | $1,120 | |
| Peer median | $1,468 |
| Circle of Life Hospice & Palliativate Care: average balance | $39,872 | |
| Peer median | $37,786 |
| Circle of Life Hospice & Palliativate Care: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.39% |
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 $5.8M at the end of plan year 2021 to $7.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 388 | $7.1M | $199K | $1,120 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 338 | $6.1M | $181K | $1,185 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 289 | $5.1M | $161K | $1,121 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 259 | $5.8M | $168K | $1,299 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Circle of Life Hospice & Palliativate Care match 401(k) contributions?
The match terms for the Circle of Life Retirement 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $199K in employer contributions, about $1,120 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Circle of Life Hospice & Palliativate Care 401(k) match vested?
The vesting schedule for the Circle of Life Retirement 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Circle of Life Hospice & Palliativate Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Circle of Life Hospice & Palliativate Care.
I left Circle of Life Hospice & Palliativate Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Circle of Life Hospice & Palliativate Care, (479) 750-6632) or the recordkeeper, Ascensus LLC. The Circle of Life Hospice & Palliativate Care old 401(k) page lists the contacts from every plan filing. Find an old Circle of Life Hospice & Palliativate Care 401(k)
Data from the public Form 5500 annual reports Circle of Life Hospice & Palliativate Care filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Circle of Life Hospice & Palliativate Care. Not financial advice. Report a correction · Methodology