# Clm Center For Life Management 403(b) Plan
Source: https://planprovider.pro/companies/clm-center-for-life-management-403b-plan

> Clm Center For Life Management's 403(b) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clm Center For Life Management

- **Sponsor EIN:** 020301530

- **Sponsor Address:** 10 TSIENNETO ROAD, DERRY, NH, 03038

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

- **Total Participants:** 331

- **Total Assets:** $11.9M

## 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|331|$11.9M|$254,755|$568,484|

| 2023|116|$10.9M|$226,226|$548,142|

| 2022|276|$8.9M|$199,041|$509,981|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## 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|$16,218|—|—|—|—|

| 2023|$12,185|—|—|—|—|

| 2022|$13,805|—|—|—|$13,805|

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