Plan Snapshot
- Plan Sponsor: Beth Israel Deaconess Hospital - Plymouth, INC.
- Sponsor EIN: 222667354
- Sponsor Address: 275 SANDWICH STREET, PLYMOUTH, MA, 02360
- 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: Yes
- 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 | $3.1M | $9.9M |
| 2023 | 1,912 | $198.3M | $3.8M | $9.4M |
| 2022 | 1,839 | $173.4M | $3.6M | $8.9M |
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 |
|---|---|---|---|---|
| WTW | CONSULTANT | $66,559 | — | $66,559 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $57,065 | — | $57,065 |
| BDO | ACCOUNTANT/AUDITOR | $25,168 | — | $25,168 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WTW — CONSULTANT
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,792
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 | $177,952 | $57,065 | $600 | $25,168 | — |
| 2023 | $173,981 | $58,641 | $300 | $24,705 | — |
| 2022 | $165,252 | $52,483 | — | — | — |