# Sisters Of Saint Ann Dba Anna Maria College 403(b) Plan
Source: https://planprovider.pro/companies/anna-maria-college-aka-the-sisters-of-st-anne-inc-403b-plan

> Sisters Of Saint Ann Dba Anna Maria College's 403(b) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CHIMENTO & WEBB, P.C.|Other Service Provider|$9,956|—|$9,956|

| MMA SECURITIES LLC|Other Service Provider|$6,250|—|$6,250|

| BOLLUS LYNCH, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,206

- **Estimated Expense Ratio:** 0.069% 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|$19,393|—|—|—|—|

| 2023|$11,718|—|—|—|—|

| 2022|$16,024|—|—|—|—|

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