Original filing (PDF)20251003105209NAL0002110592001

Hospice of Spokane

Name: Hospice of Spokane — Hospice of Spokane 403(b) Plan, Form 5500 (2024)
Creator: Hospice of Spokane
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hospice of Spokane 403(b) Plan

Defined-contribution retirement plan · Hospice of Spokane's Hospice of Spokane 403(b) Plan held $12.2M in plan assets for 120 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

120

Accounts w/ balance

124

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

How this plan invests

This plan

23 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 SPOKANE.

Plan sponsor

Name

HOSPICE OF SPOKANE

EIN

91-0995069all filings

Address

121 S. ARTHUR · SPOKANE, WA · 99202

Phone

(509) 444-1057

Industry

Health Care & Social Assistance

Plan administrator

Name

HOSPICE OF SPOKANE

EIN

91-0995069

City

SPOKANE, WA

Phone

(506) 444-1057

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

DINGUS, ZARECOR & ASSOCIATES PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

23 direct securities· $12.2M(100% of reported assets)

					% of plan
American Funds Target Date 2035	Mutual Funds	—	—	$2.9M	24.1%
American Funds Target Date 2030	Mutual Funds	—	—	$2.0M	16.6%
American Funds Target Date 2020	Mutual Funds	—	—	$1.6M	12.8%
American Funds Target Date 2040	Mutual Funds	—	—	$1.2M	9.5%
American Funds Money Market Funds	Mutual Funds	—	—	$996K	8.2%
American Funds Washington Mutual Fund	Mutual Funds	—	—	$994K	8.2%
American Funds Target Date 2025	Mutual Funds	—	—	$598K	4.9%
American Funds Target Date 2050	Mutual Funds	—	—	$451K	3.7%
American Funds Investment Company of America	Mutual Funds	—	—	$298K	2.4%
American Funds Growth Fund of America	Mutual Funds	—	—	$272K	2.2%
American Funds Target Date 2045	Mutual Funds	—	—	$216K	1.8%
American Funds Target Date 2060	Mutual Funds	—	—	$164K	1.3%
American Funds Target Date 2055	Mutual Funds	—	—	$152K	1.2%
American Funds American Balanced	Mutual Funds	—	—	$103K	0.8%
American Funds World Growth & Income	Mutual Funds	—	—	$70K	0.6%
American Funds EuroPacific	Mutual Funds	—	—	$50K	0.4%
American Funds AMCAP	Mutual Funds	—	—	$47K	0.4%
American Funds U.S. Government Securities	Mutual Funds	—	—	$29K	0.2%
American Funds World Fund	Mutual Funds	—	—	$21K	0.2%
American Funds Bond Fund of America	Mutual Funds	—	—	$12K	<0.1%
American Funds Target Date 2065	Mutual Funds	—	—	$10K	<0.1%
American Funds Target Date 2015	Mutual Funds	—	—	$7K	<0.1%
American Funds Target Date 2010	Mutual Funds	—	—	$3K	<0.1%