Islands Hospice 401(k) match, vesting and fees
What Islands Hospice'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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| Islands Hospice: employer contribution per participant | $1,627 | |
| Peer median | $1,468 |
| Islands Hospice: average balance | $23,424 | |
| Peer median | $37,786 |
| Islands Hospice: admin expenses ÷ assets | 0.19% | |
| 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 $1.9M at the end of plan year 2021 to $4.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 253 | $4.5M | $316K | $1,627 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 221 | $3.6M | $294K | $1,708 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 200 | $2.5M | $454K | $3,244 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 193 | $1.9M | — | — | 0.13% | Not published | Form 5500 ↗ |
Other Islands Hospice plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Islands Hospice, Inc. 403(b) Retirement 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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Curzon, Cumbey & Kunkel, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Islands Hospice match 401(k) contributions?
The match terms for the Islands Hospice, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $316K in employer contributions, about $1,627 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Islands Hospice 401(k) match vested?
The vesting schedule for the Islands Hospice, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Islands Hospice 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Islands Hospice, Inc..
I left Islands Hospice. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Islands Hospice, Inc., (858) 634-9092) or the recordkeeper, Capital Group Retirement Plan Servi. The Islands Hospice old 401(k) page lists the contacts from every plan filing. Find an old Islands Hospice 401(k)
Data from the public Form 5500 annual reports Islands Hospice 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 Islands Hospice. Not financial advice. Report a correction · Methodology