Hospice and Palliative Care Group, Inc. DBA the Homecare Partners retirement plan: assets, participants and fees
What Hospice and Palliative Care Group, Inc. DBA the Homecare Partners' retirement plan 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 | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Independent auditor | Jeffrey L. Offhaus Cpa, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · 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.
| Hospice and Palliative Care Group, Inc. DBA the Homecare Partners: employer contribution per participant | $2,730 | |
| Peer median | $1,468 |
| Hospice and Palliative Care Group, Inc. DBA the Homecare Partners: average balance | $7,679 | |
| Peer median | $37,786 |
| Hospice and Palliative Care Group, Inc. DBA the Homecare Partners: admin expenses ÷ assets | 0.84% | |
| 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 $517K at the end of plan year 2022 to $1.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 238 | $1.8M | $636K | $2,730 | 0.84% | Not published | Form 5500 ↗ |
| 2023 | 236 | $1.2M | $553K | $2,362 | 1.14% | Not published | Form 5500 ↗ |
| 2022 | 206 | $517K | $531K | $2,616 | 0.73% | Not published | Form 5500 ↗ |
Common questions
Does Hospice and Palliative Care Group, Inc. DBA the Homecare Partners match 401(k) contributions?
The match terms for the Partners Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $636K in employer contributions, about $2,730 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hospice and Palliative Care Group, Inc. DBA the Homecare Partners 401(k) match vested?
The vesting schedule for the Partners Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hospice and Palliative Care Group, Inc. DBA the Homecare Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cpi Qualified Plan Consultants, Inc. The plan administrator is The Hospice and Palliative Care Group, Inc. DBA the Homecare Partners.
I left Hospice and Palliative Care Group, Inc. DBA the Homecare Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Hospice and Palliative Care Group, Inc. DBA the Homecare Partners, (716) 280-0723) or the recordkeeper, Cpi Qualified Plan Consultants, Inc. The Hospice and Palliative Care Group, Inc. DBA the Homecare Partners old 401(k) page lists the contacts from every plan filing. Find an old Hospice and Palliative Care Group, Inc. DBA the Homecare Partners 401(k)
Data from the public Form 5500 annual reports Hospice and Palliative Care Group, Inc. DBA the Homecare Partners filed with the U.S. Department of Labor (plan years 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 Hospice and Palliative Care Group, Inc. DBA the Homecare Partners. Not financial advice. Report a correction · Methodology