Plan Snapshot
- Plan Sponsor: Clearview Healthcare Partners
- Sponsor EIN: 261597664
- Sponsor Address: ONE NEWTON PLACE, NEWTON, MA, 02458
- Plan Type: 401(k)
- Total Participants: 425
- Total Assets: $45.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 425 | $45.1M | $950,948 | $5.2M |
| 2023 | 346 | $35.2M | $1.1M | $4.6M |
| 2022 | 444 | $24.9M | $931,838 | $5.5M |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR FERON & CARUCCI | Auditor | $35,100 | — | $35,100 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,100
- Estimated Expense Ratio: 0.078% 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 | $136,149 | $40,601 | — | $35,100 | — |
| 2023 | $60,078 | $29,675 | — | — | — |
| 2022 | $4,979 | $4,298 | — | — | — |