Plan Snapshot
- Plan Sponsor: Access Care Partners, INC.
- Sponsor EIN: 042545848
- Sponsor Address: 4 VALLEY MILL ROAD, HOLYOKE, MA, 01040
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 236
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 236 | $10.0M | $381,312 | $539,512 |
| 2023 | 238 | $11.5M | $355,437 | $485,886 |
| 2022 | 214 | $10.9M | $523,158 | $426,341 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $40,931 | — | $40,931 |
| CAMBRIDGE INVESTMENT RESEARCH INC. | Other Service Provider | — | $17,805 | $17,805 |
| PENSION CONSULTANTS, INC. | Recordkeeper | $9,107 | $3,549 | $12,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,392
- Estimated Expense Ratio: 0.714% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $50,038 | — | $50,038 | — | — |
| 2023 | $48,971 | — | $48,971 | — | — |
| 2022 | $27,336 | $27,336 | — | — | — |