Original filing (PDF)20250918111719NAL0001343777001

HOSPICE OF MUSKEGON COUNTY, INC.

Name: HOSPICE OF MUSKEGON COUNTY, INC. — HOSPICE OF MUSKEGON COUNTY, INC. 403(B), Form 5500 (2024)
Creator: HOSPICE OF MUSKEGON COUNTY, INC.

Form 5500

FILING_RECEIVED

HOSPICE OF MUSKEGON COUNTY, INC. 403(B)

403(b) retirement plan

Active participants

119

Accounts w/ balance

148

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOSPICE OF MUSKEGON COUNTY, INC..

Plan sponsor

Name

HOSPICE OF MUSKEGON COUNTY, INC.

DBA

HARBOR

EIN

38-2415247

Address

1050 W. WESTERN AVENUE · SUITE 400 · MUSKEGON, MI · 49441

Phone

(231) 728-6857

Industry

Outpatient Care Centers· 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

2025-09-18

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BRICKLEY DELONG, P.C.

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$21K	—

Investments

38 direct securities· $5.4M(94% of reported assets)

Other securities

$4.8M

34 holdings

Cash / Money Market

$435K

2 holdings

Participant loans

$69K

1 holding

Common Stock

$47K

1 holding

					% of plan
iShares S&P 500 Index K iShares 0	Other securities	—	—	$819K	14.4%
Fidelity Advisor Equity Growth Z Fidelity 0	Other securities	—	—	$667K	11.7%
Vanguard Federal Money Market Inv Vanguard 0	Cash / Money Market	—	—	$417K	7.3%
First Eagle Global R6 First Eagle 0	Other securities	—	—	$361K	6.3%
iShares Russell Mid-Cap Index K iShares 0	Other securities	—	—	$314K	5.5%
Columbia Seligman Tech and Info I3 Columbia 0	Other securities	—	—	$273K	4.8%
GM iShares U.S. Aggregate Bond Index K iShares 0	Other securities	—	—	$257K	4.5%
Allspring Special Mid Cap Value R6 Allspring 0	Other securities	—	—	$246K	4.3%
Fidelity International Index Fidelity 0	Other securities	—	—	$236K	4.1%
iShares U.S. Aggregate Bond Index K iShares 0	Other securities	—	—	$189K	3.3%
MFS International Growth R6 MFS 0	Other securities	—	—	$147K	2.6%
GM Fidelity International Index Fidelity 0	Other securities	—	—	$136K	2.4%
GM Columbia Select Large Cap Value I3 Columbia 0	Other securities	—	—	$101K	1.8%
Allspring Special Small Cap Value R6 Allspring 0	Other securities	—	—	$97K	1.7%
Transamerica International Equity R6 Transamerica 0	Other securities	—	—	$94K	1.7%
GM Fidelity Advisor Equity Growth Z Fidelity 0	Other securities	—	—	$86K	1.5%
Cohen & Steers Real Estate Secs Z Cohen & Steers 0	Other securities	—	—	$80K	1.4%
Nuveen Strategic Income R6 Nuveen 0	Other securities	—	—	$76K	1.3%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$69K	1.2%
GM American Century Infl-Adj Bond R6 American Century 0	Other securities	—	—	$63K	1.1%
GM Allspring Special Mid Cap Value R6 Allspring 0	Other securities	—	—	$62K	1.1%
BNY Mellon Small/Mid Cap Growth Y BNY 0	Other securities	—	—	$49K	0.9%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$47K	0.8%
GM Seafarer Overseas Growth and Inc Inst Seafarer 0	Common Stock	—	—	$47K	0.8%
Transamerica Multi-Managed Balanced R6 Transamerica 0	Other securities	—	—	$46K	0.8%
GM iShares S&P 500 Index K iShares 0	Other securities	—	—	$46K	0.8%
American Century Infl-Adj Bond R6 American Century 0	Other securities	—	—	$44K	0.8%
GM BNY Mellon Small/Mid Cap Growth Y BNY 0	Other securities	—	—	$43K	0.8%
Wasatch Small Cap Growth Instl Wasatch 0	Other securities	—	—	$41K	0.7%
PIMCO CommoditiesPLUS Strategy Instl PIMCO 0	Other securities	—	—	$40K	0.7%
GM Allspring Special Small Cap Value R6 Allspring 0	Other securities	—	—	$32K	0.6%
GM Nuveen Strategic Income R6 Nuveen 0	Other securities	—	—	$29K	0.5%
GM Wasatch Small Cap Growth Instl Wasatch 0	Other securities	—	—	$23K	0.4%
GM Cohen & Steers Real Estate Secs Z Cohen & Steers 0	Other securities	—	—	$21K	0.4%
GM PIMCO CommoditiesPLUS Strategy Instl PIMCO 0	Other securities	—	—	$20K	0.4%
GM Vanguard Federal Money Market Inv Vanguard 0	Cash / Money Market	—	—	$18K	0.3%
Columbia Select Large Cap Value I3 Columbia 0	Other securities	—	—	$16K	0.3%
JHancock Bond R6 John Hancock 0	Other securities	—	—	$11K	0.2%