Plan Snapshot
- Plan Sponsor: Codman Square Health Center, INC.
- Sponsor EIN: 042678774
- Sponsor Address: 637 WASHINGTON STREET, DORCHESTER, MA, 02124
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 318
- Total Assets: $18.4M
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. |
|---|
| 2023 | 318 | $18.4M | $344,271 | $1.5M |
| 2022 | 295 | $13.9M | $326,078 | $1.4M |
| 2020 | 345 | $14.3M | $397,049 | $988,727 |
| 2019 | 303 | $11.8M | $196,935 | $791,874 |