Original filing (PDF)20251015104643NAL0002165523001

HOSPICE OF THE PIEDMONT, INC.

Name: HOSPICE OF THE PIEDMONT, INC. — HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN, Form 5500 (2024)
Creator: HOSPICE OF THE PIEDMONT, INC.

Form 5500

FILING_RECEIVED

HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

202

Accounts w/ balance

128

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

How this plan invests

This plan

30 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 THE PIEDMONT, INC..

Plan sponsor

Name

HOSPICE OF THE PIEDMONT, INC.

EIN

52-1205921

Address

675 PETER JEFFERSON PKW · CHARLOTTESVILLE, VA · 229118618

Phone

(434) 817-6900

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

GRAY GRIFFITH & MAYS, A.C.

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RESOURCES INVESTMENT ADVISORS	43-1451524	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$37K	—

Investments

30 direct securities· $6.8M(100% of reported assets)

					% of plan
Principal LargeCap S&P 500 Index Institutional Fund Registered Investment Company	Other securities	—	—	$930K	13.8%
Principal LifeTime 2030 Institutional Fund Registered Investment Company	Other securities	—	—	$809K	12.0%
Principal LifeTime 2045 Institutional Fund Registered Investment Company	Other securities	—	—	$692K	10.2%
Principal LifeTime 2025 Institutional Fund Registered Investment Company	Other securities	—	—	$625K	9.2%
Principal LifeTime 2035 Institutional Fund Registered Investment Company	Other securities	—	—	$430K	6.4%
Principal LifeTime 2050 Institutional Fund Registered Investment Company	Other securities	—	—	$362K	5.4%
Principal LifeTime 2040 Institutional Fund Registered Investment Company	Other securities	—	—	$340K	5.0%
Principal LifeTime 2020 Institutional Fund Registered Investment Company	Other securities	—	—	$324K	4.8%
Principal LifeTime 2055 Institutional Fund Registered Investment Company	Other securities	—	—	$225K	3.3%
Invesco American Value R6 Fund Registered Investment Company	Other securities	—	—	$205K	3.0%
Principal Fixed Income Guaranteed Option Guaranteed Interest Contract	Other securities	—	—	$184K	2.7%
Principal Diversified International R6 Fund Registered Investment Company	Other securities	—	—	$179K	2.7%
Principal LifeTime 2060 Institutional Fund Registered Investment Company	Other securities	—	—	$175K	2.6%
MFS Massachusetts Investors Growth Stock R6 Fund Registered Investment Company	Other securities	—	—	$171K	2.5%
Neuberger Berman Mid Cap Growth R6 Fund Registered Investment Company	Other securities	—	—	$163K	2.4%
American Funds Fundamental Investors R6 Fund Registered Investment Company	Other securities	—	—	$162K	2.4%
PIMCO Income Institutional Fund Registered Investment Company	Other securities	—	—	$151K	2.2%
Principal LifeTime STR Income Institutional Fund Registered Investment Company	Other securities	—	—	$122K	1.8%
Principal MidCap Blend Institutional Fund Registered Investment Company	Other securities	—	—	$122K	1.8%
Principal Equity Income Institution Fund Registered Investment Company	Other securities	—	—	$78K	1.2%
Principal SmallCap S&P 600 Index Institutional Fund Registered Investment Company	Other securities	—	—	$64K	1.0%
American Funds New World R6 Fund Registered Investment Company	Other securities	—	—	$56K	0.8%
Principal Blue Chip R6 Fund Registered Investment Company	Other securities	—	—	$56K	0.8%
PIMCO International Bond (USD -HDG) I Fund Registered Investment Company	Other securities	—	—	$40K	0.6%
Janus Henderson Trition N Fund Registered Investment Company	Other securities	—	—	$28K	0.4%
MFS Massachusetts Investment Trust R6 Fund Registered Investment Company	Other securities	—	—	$22K	0.3%
Principal LifeTime 2060 Institutional Fund Registered Investment Company	Other securities	—	—	$17K	0.2%
MFS International Growth R6 Fund Registered Investment Company	Other securities	—	—	$14K	0.2%
Eaton Vance Worldwide Health Sciences I Fund Registered Investment Company	Other securities	—	—	$6K	<0.1%
Lord Abbett Short Term Duration Income R6 Fund Registered Investment Company	Other securities	—	—	$3K	<0.1%