What public Form 5500 filings show about the Hospice of the Valley 401(k) plan — and how to find and check your own account.
Hospice of the Valley (EIN 86-0338886) reports HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) on its most recent Form 5500, with $130.0M in plan assets across 1,838 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Hospice of the Valley filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Hospice of the Valley 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS.
