Plan Snapshot
- Plan Sponsor: College Of Our Lady Of The Elms
- Sponsor EIN: 042225850
- Sponsor Address: 291 SPRINGFIELD ST., CHICOPEE, MA, 01013
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 592
- Total Assets: $37.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 592 | $37.6M | $0 | $0 |
| 2024 | 419 | $34.5M | $203,913 | $934,515 |
| 2023 | 433 | $31.8M | $504,013 | $934,938 |
| 2022 | 490 | $27.8M | $464,440 | $823,943 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $2,621,673 | — | $416 | — | — |
| 2024 | $475 | — | $475 | — | — |
| 2023 | $16,594 | — | $16,594 | — | — |
| 2022 | $175 | — | — | — | $175 |