Plan Snapshot
- Plan Sponsor: Behavioral Health & Developmental Services Of Strafford County, INC.
- Sponsor EIN: 020366120
- Sponsor Address: 113 CROSBY ROAD, DOVER, NH, 038204370
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 339
- Total Assets: $17.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 339 | $17.4M | $530,393 | $523,058 |
| 2023 | 351 | $15.1M | $507,893 | $538,887 |
| 2022 | 350 | $12.9M | $441,469 | $520,499 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $37,412 | — | $37,412 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,412
- Estimated Expense Ratio: 0.215% 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 | $37,187 | — | $37,187 | — | — |
| 2023 | $28,580 | — | $28,580 | — | — |
| 2022 | $21,546 | — | — | — | — |