Plan Snapshot
- Plan Sponsor: Chelsea Jewish Lifecare, INC.
- Sponsor EIN: 510141617
- Sponsor Address: 165 CAPTAINS ROW, CHELSEA, MA, 02150
- Plan Type: 403(b)
- Total Participants: 1,779
- Total Assets: $36.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 1,779 | $36.8M | $0 | $2.6M |
| 2023 | 1,424 | $32.3M | $0 | $2.3M |
| 2022 | 1,330 | $27.7M | $76,434 | $1.9M |
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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | SERVICE PROVIDER | — | $86,408 | $86,408 |
| THE ANGELL PENSION GROUP, INC. | SERVICE PROVIDER | $6,703 | — | $6,703 |
| BAKER TILLY US, LLP | SERVICE PROVIDER | $5,833 | — | $5,833 |
| BAKER TILLY US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,944
- Estimated Expense Ratio: 0.269% 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 | $169,404 | $12,536 | $156,293 | — | — |
| 2023 | $155,439 | $14,165 | $137,949 | — | — |
| 2022 | $125,175 | — | — | — | — |