Hope Hospice and Community Services 403(b) match, vesting and fees
What Hope Hospice and Community Services' 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 | Empower Annuity Insurance Company O | 2023 Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Hope Hospice and Community Services: employer contribution per participant | $2,352 | |
| Peer median | $1,337 |
| Hope Hospice and Community Services: average balance | $24,248 | |
| Peer median | $35,764 |
| Hope Hospice and Community Services: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.32% |
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 $13.1M at the end of plan year 2021 to $12.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 537 | $12.9M | $1.2M | $2,352 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 674 | $11.2M | $1.2M | $2,154 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 896 | $11M | $1.3M | $1,889 | 0.51% | Not published | Form 5500 ↗ |
| 2021 | 793 | $13.1M | $1.1M | $1,705 | 0.66% | Not published | Form 5500 ↗ |
Other Hope Hospice and Community Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hope Hospice and Community Services, Inc. 403(b) Plan
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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cla (Cliftonlarsonallen) (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Hope Hospice and Community Services match 401(k) contributions?
The match terms for the Hope Hospice and Community Services, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,352 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hope Hospice and Community Services 401(k) match vested?
The vesting schedule for the Hope Hospice and Community Services, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hope Hospice and Community Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Empower Annuity Insurance Company O. The plan administrator is Hope Hospice and Community Services, Inc..
I left Hope Hospice and Community Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hope Hospice and Community Services, Inc., (239) 322-5334) or the recordkeeper, Empower Annuity Insurance Company O. The Hope Hospice and Community Services old 401(k) page lists the contacts from every plan filing. Find an old Hope Hospice and Community Services 401(k)
Data from the public Form 5500 annual reports Hope Hospice and Community Services 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 Hope Hospice and Community Services. Not financial advice. Report a correction · Methodology