Plan Snapshot
- Plan Sponsor: American Meteorological Society
- Sponsor EIN: 042103657
- Sponsor Address: 45 BEACON STREET, BOSTON, MA, 021083631
- Plan Type: 403(b)
- Total Participants: 78
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 78 | $34.9M | $601,827 | $530,530 |
| 2023 | 85 | $32.9M | $581,196 | $523,331 |
| 2022 | 86 | $27.9M | $559,188 | $516,293 |
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 |
|---|---|---|---|---|
| TONNESON & COMPANY PC | Auditor | $18,076 | — | $18,076 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,076
- Estimated Expense Ratio: 0.052% 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 | $58,858 | $14,250 | — | $18,076 | — |
| 2023 | $50,374 | $18,050 | — | $12,250 | — |
| 2022 | $50,656 | $19,000 | $21,356 | — | $10,300 |