Plan Snapshot
- Plan Sponsor: Area Agency Of Greater Nashua, INC.
- Sponsor EIN: 020377315
- Sponsor Address: 144 CANAL STREET, NASHUA, NH, 03064
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 712
- Total Assets: $19.2M
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 | 712 | $19.2M | $656,465 | $795,171 |
| 2023 | 700 | $16.3M | $506,085 | $757,136 |
| 2022 | 689 | $13.6M | $465,667 | $693,897 |
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 |
|---|---|---|---|---|
| BPAS | Recordkeeper | $58,903 | — | $58,903 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $43,724 | — | $43,724 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPAS — Recordkeeper
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,627
- Estimated Expense Ratio: 0.534% 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 | $102,627 | $43,724 | — | — | — |
| 2023 | $85,627 | $36,328 | $49,299 | — | — |
| 2022 | $71,144 | $30,339 | $40,805 | — | — |