# Chelsea Jewish Lifecare, INC. 403(b) Plan
Source: https://planprovider.pro/companies/chelsea-jewish-lifecare-inc-403b-plan

> Chelsea Jewish Lifecare, INC.'s 403(b) plan: 1,779 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|—|—|—|—|

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