Plan Snapshot
- Plan Sponsor: Codman Square Health Center, INC.
- Sponsor EIN: 042678774
- Sponsor Address: 637 WASHINGTON STREET, DORCHESTER, MA, 02124
- Plan Type: 403(b)
- 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. |
|---|---|---|---|---|
| 2024 | 318 | $18.4M | $0 | $0 |
| 2023 | 295 | $13.9M | $0 | $0 |
| 2021 | 345 | $14.3M | $0 | $0 |
| 2020 | 303 | $11.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
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 | $48,693 | — | $48,693 | — | — |
| 2023 | $38,839 | — | $38,839 | — | — |
| 2021 | $42,482 | — | $42,482 | — | — |
| 2020 | $20,062 | — | $20,062 | — | — |