How big is Houston Hospice's plan?

Houston Hospice's plan reported $2.5M in assets and 107 participants for 2024.

Original filing (PDF)20250609171345NAL0042098642002

Houston Hospice

Name: Houston Hospice — Houston Hospice Discretionary, Form 5500 (2024)
Creator: Houston Hospice
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Houston Hospice Discretionary Funding Account

Defined-contribution retirement plan · Houston Hospice's Houston Hospice Discretionary Funding Account held $2.5M in plan assets for 107 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

107

Accounts w/ balance

229

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Christine Blackmon signed Houston Hospice's 2024 Form 5500 as plan administrator.

Christine Blackmon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Houston Hospice's EIN is 74-2092951.

EIN 74-2092951

Plan number 002

Plan year 2024

ACK ID 20250609171345NAL0042098642002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Houston Hospice from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Houston Hospice's plan includes profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

36 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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

HOUSTON HOSPICE

EIN

all filings

Address

1905 HOLCOMBE BOULEVARD · HOUSTON, TX · 77030

Phone

(713) 467-7423

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

BLAZEK & VETTERLING

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

36 direct securities· $2.3M(91% of reported assets)

Other securities

$1.1M

13 holdings

Mutual Funds

$824K

16 holdings

Common Collective Trusts

$296K

6 holdings

Bonds / Notes

$13K

1 holding

					% of plan
Voya Fixed Account Plus III	Other securities	—	—	$511K	20.7%
Putnam Global Technology Fund	Mutual Funds	—	—	$474K	19.2%
VALIC Fixed Account Plus	Other securities	—	—	$205K	8.3%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$158K	6.4%
BlackRock 80/20 Target Allocation Fund	Other securities	—	—	$117K	4.7%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$97K	3.9%
Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$87K	3.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$58K	2.3%
Virtus KAR Small-Cap Growth Fund	Other securities	—	—	$57K	2.3%
BlackRock 60/40 Target Allocation Fund	Other securities	—	—	$53K	2.1%
MFS Mid Cap Value Fund	Mutual Funds	—	—	$40K	1.6%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$39K	1.6%
Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$30K	1.2%
American Funds American Funds American Mutual Fund	Mutual Funds	—	—	$30K	1.2%
BlackRock 20/80 Target Allocation Fund	Other securities	—	—	$29K	1.2%
Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$28K	1.1%
Calvert U. S. Large-Cap Core Responsible Index Fund	Common Collective Trusts	—	—	$28K	1.1%
Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$25K	1.0%
Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$24K	1.0%
Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$23K	0.9%
Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$23K	0.9%
PGIM Jennison Mid Cap Growth Fund	Other securities	—	—	$22K	0.9%
American Funds American Funds New World Fund	Mutual Funds	—	—	$14K	0.6%
Hartford Total Return Bond Fund	Other securities	—	—	$14K	0.6%
Participant loans Varying maturity dates with interest rates ranging from 4.0% to 9.5%	Bonds / Notes	—	—	$13K	0.5%
Vanguard Long-Term Treasury Fund	Mutual Funds	—	—	$11K	0.5%
Fidelity Institutional Sustainability Index Fund	Common Collective Trusts	—	—	$10K	0.4%
JPMorgan U. S. Equity Fund	Other securities	—	—	$10K	0.4%
VALIC Short-Term Fixed Account	Other securities	—	—	$10K	0.4%
Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$6K	0.3%
Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$3K	0.1%
Fidelity International Index Fund	Common Collective Trusts	—	—	$3K	0.1%
BlackRock Global Allocation Fund	Other securities	—	—	$3K	0.1%
Franklin Small Cap Value Fund	Mutual Funds	—	—	$3K	0.1%
PGIM Jennison International Opportunities Fund	Other securities	—	—	$2K	<0.1%
Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$2K	<0.1%