Plan Snapshot
- Plan Sponsor: Anna Jaques Hospital
- Sponsor EIN: 042104338
- Sponsor Address: 25 HIGHLAND AVENUE, NEWBURYPORT, MA, 01950
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $574,222 | $3.0M |
| 2023 | 1,082 | $75.2M | $1.3M | $3.2M |
| 2022 | 1,013 | $66.8M | $1.3M | $3.1M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICE COMPANY | NONE | $269,338 | — | $269,338 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $269,338
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 | $178,813 | — | $178,813 | — | — |
| 2023 | $146,055 | — | $146,055 | — | — |
| 2022 | $94,196 | — | $94,196 | — | — |