# Anna Jaques Hospital 403(b) Plan
Source: https://planprovider.pro/companies/anna-jaques-hospital-403b-plan

> Anna Jaques Hospital's 403(b) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|

## Similar Plans

- [Tufts Medicine, INC.](https://planprovider.pro/companies/melrosewakefield-healthcare-401k-plan) — 1,315 participants

- [New England Baptist Hospital](https://planprovider.pro/companies/new-england-baptist-hospital-403b-plan) — 1,331 participants

- [Marlborough Hospital](https://planprovider.pro/companies/marlborough-hospital-403b-plan) — 696 participants

- [Sturdy Memorial Hospital INC](https://planprovider.pro/companies/sturdy-memorial-hospital-inc-plan-001) — 1,474 participants

- [Tufts Medicine, INC.](https://planprovider.pro/companies/tufts-medicine-inc-plan-002) — 669 participants

- [Umass Memorial Healthalliance-Clinton Hospital, INC](https://planprovider.pro/companies/umass-memorial-healthalliance-clinton-hospital-inc-401k-plan) — 1,555 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/anna-jaques-hospital-403b-plan)

© 2026 PlanProvider.Pro