Plan Snapshot
- Plan Sponsor: Boston Healthcare For Homeless Program, INC.
- Sponsor EIN: 043160480
- Sponsor Address: 780 ALBANY ST, BOSTON, MA, 02118
- Plan Type: 403(b)
- Total Participants: 718
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 718 | $34.5M | $0 | $3.1M |
| 2023 | 658 | $29.9M | $0 | $3.0M |
| 2022 | 636 | $27.2M | $453 | $2.7M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | 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 | $94,467 | $20,450 | — | — | — |
| 2023 | $71,385 | $20,000 | $51,160 | — | — |
| 2022 | $78,677 | $20,000 | $58,187 | — | — |