Hospice of the Valley 401(k) match, vesting and fees
What Hospice of the Valley's 401(k) 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Hospice of the Valley: employer contribution per participant | $1,215 | |
| Peer median | $1,358 |
| Hospice of the Valley: average balance | $63,598 | |
| Peer median | $44,442 |
| Hospice of the Valley: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.21% |
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 $111M at the end of plan year 2021 to $130M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,135 | $130M | $2.5M | $1,215 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 2,071 | $113M | $2.2M | $1,137 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 1,924 | $96M | $2.1M | $1,115 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 1,814 | $111M | $2M | $1,125 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Hospice of the Valley match 401(k) contributions?
The match terms for the Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $1,215 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hospice of the Valley 401(k) match vested?
The vesting schedule for the Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hospice of the Valley 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Hospice of the Valley.
I left Hospice of the Valley. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hospice of the Valley, (602) 530-6900) or the recordkeeper, Schwab Retirement Plan Services,inc. The Hospice of the Valley old 401(k) page lists the contacts from every plan filing. Find an old Hospice of the Valley 401(k)
Data from the public Form 5500 annual reports Hospice of the Valley 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 Hospice of the Valley. Not financial advice. Report a correction · Methodology