Plan Snapshot
- Plan Sponsor: Sisters Of Saint Ann Dba Anna Maria College
- Sponsor EIN: 042002060
- Sponsor Address: 50 SUNSET LANE, PAXTON, MA, 016121198
- Plan Type: 403(b)
- Total Participants: 178
- Total Assets: $23.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $23.5M | $326,987 | $587,291 |
| 2023 | 177 | $21.2M | $316,593 | $611,379 |
| 2022 | 182 | $19.3M | $277,354 | $563,745 |
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 |
|---|---|---|---|---|
| BOLLUS LYNCH, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $19,393 | — | — | — | — |
| 2023 | $11,718 | — | — | — | — |
| 2022 | $16,024 | — | — | — | — |