Hospice Of The Valley 401(k) Plan: Login, Facts & Contact Information

Hospice Of The Valley 401(k) Plan Facts

Plan name
HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HOSPICE OF THE VALLEY
Participants
2,071 (1,838 active employees)
Former employees with a balance
290
Plan assets
$129,995,297 at Dec 31, 2024
Average account balance
$63,598 across 2,044 accounts
Employer contributions
$2,483,662 in plan year 2024 (19% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $12.9 million went into the plan in contributions, $2.48 million of it from the employer (19%).
  • $9.14 million was paid out to participants.
  • Investment and other income added $13.5 million.
  • Administrative expenses were $211,343, about $103 per account.

How the Hospice Of The Valley 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,638$84.9 million$1.70 million$8.01 million
20201,717$96.8 million$1.92 million$7.10 million
20211,769$110.7 million$1.96 million$7.49 million
20221,814$96.0 million$2.06 million$7.93 million
20231,924$113.0 million$2.19 million$9.16 million
20242,071$130.0 million$2.48 million$9.14 million

Hospice Of The Valley 401(k) Contact Information

Phone
602-530-6900
Mailing address
1510 E. FLOWER STREET, PHOENIX AZ 85014
Plan sponsor
HOSPICE OF THE VALLEY
Employer identification number (EIN)
86-0338886
Plan number
003

Questions about the Hospice Of The Valley 401(k)

Does Hospice Of The Valley contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.48 million, 19% of all contributions.

Does the Hospice Of The Valley 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Hospice Of The Valley 401(k) plan?

2,071 participants at the start of plan year 2024, 1,838 of them active employees, and 290 former employees who still had money in the plan.

What is the average 401(k) balance at Hospice Of The Valley?

About $63,598 per account: $130.0 million in plan assets across 2,044 accounts with a balance at the end of plan year 2024.

Who manages the Hospice Of The Valley 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Hospice Of The Valley. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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