# Clinical & Support Options, INC. 403(b) Plan
Source: https://planprovider.pro/companies/clinical-support-options-inc-042206041-001

> Clinical & Support Options, INC.'s 403(b) plan: 771 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clinical & Support Options, INC.

- **Sponsor EIN:** 042206041

- **Sponsor Address:** 8 ATWOOD DR, NORTHAMPTON, MA, 01060

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 771

- **Total Assets:** $14.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|771|$14.7M|$644,025|$1.3M|

| 2023|647|$12.8M|$551,045|$1.1M|

| 2022|571|$10.6M|$465,130|$792,156|

## 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|

| EMPOWER ANNUITY INSURANCE CO|Recordkeeper|$27,193|—|$27,193|

| PENSION CONSULTANTS, INC.|Recordkeeper|$3,219|$6,690|$9,909|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION CONSULTANTS, INC.](https://planprovider.pro/provider/pension-consultants-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,102

- **Estimated Expense Ratio:** 0.252% 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|$30,301|$10,423|—|—|—|

| 2023|$19,878|—|—|—|—|

| 2022|$21,122|—|—|—|$21,122|

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