Original filing (PDF)20250815080031NAL0023775042001

HOSPICE OF DARKE COUNTY, INC.

Name: HOSPICE OF DARKE COUNTY, INC. — HOSPICE OF DARKE COUNTY, INC 401(K) PLAN, Form 5500 (2024)
Creator: HOSPICE OF DARKE COUNTY, INC.

Form 5500

FILING_RECEIVED

HOSPICE OF DARKE COUNTY, INC 401(K) PLAN

401(k) retirement plan

Active participants

102

Accounts w/ balance

128

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOSPICE OF DARKE COUNTY, INC..

Plan sponsor

Name

HOSPICE OF DARKE COUNTY, INC.

EIN

31-1004692

Address

1350 N BROADWAY ST. · GREENVILLE, OH · 45331

Phone

(937) 548-2999

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERV	82-4555287	IRVINE, CA	RECORDKEEPER	$935	—

Investments

28 direct securities· $3.4M(100% of reported assets)

Other securities

$3.3M

25 holdings

Cash / Money Market

$117K

1 holding

Bonds / Notes

$43K

1 holding

Mutual Funds

$19K

1 holding

					% of plan
American Funds The Growth Fund of America	Other securities	—	—	$704K	20.5%
American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$362K	10.5%
American Funds International Growth and Index Fund ** 2 * American Funds New Perspective Fund	Other securities	—	—	$362K	10.5%
American Funds American Balanced Fund	Other securities	—	—	$295K	8.6%
American Funds Growth Portfolio	Other securities	—	—	$289K	8.4%
American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$272K	7.9%
American Funds AMCAP Fund	Other securities	—	—	$210K	6.1%
American Funds The Investment Company of America	Other securities	—	—	$206K	6.0%
American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$179K	5.2%
Money Market Funds * American Funds Money Market Fund	Cash / Money Market	—	—	$117K	3.4%
American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$70K	2.0%
Participant Loans (Notes Receivable From Participants) 6.00% - 10.50% -	Bonds / Notes	—	—	$43K	1.3%
American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$38K	1.1%
American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$38K	1.1%
American Funds SMALLCAP World Fund	Other securities	—	—	$37K	1.1%
American Funds The New Economy Fund	Other securities	—	—	$36K	1.0%
American Funds Moderate Growth and Income Portfolio ** 324 * American Funds Preservation Portfolio	Other securities	—	—	$27K	0.8%
American Funds Washington Mutual Investors Fund	Other securities	—	—	$26K	0.8%
American Funds EuroPacific Growth Fund	Other securities	—	—	$25K	0.7%
American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$21K	0.6%
American Funds The Bond Fund of America	Other securities	—	—	$20K	0.6%
s * American Funds 2015 Target Date Retirement Fund	Mutual Funds	—	—	$19K	0.6%
American Funds Capital Income Builder	Other securities	—	—	$18K	0.5%
American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$11K	0.3%
American Funds Capital World Growth and Income Fund	Other securities	—	—	$5K	0.1%
American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$4K	0.1%
American Funds Conservative Growth and Income Portfolio	Other securities	—	—	$1K	<0.1%
American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$1K	<0.1%