Plan Snapshot
- Plan Sponsor: Community Care Cooperative
- Sponsor EIN: 813005904
- Sponsor Address: 75 FEDERAL STREET, 7TH FLOOR, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 344 | $10.8M | $1.1M | $2.2M |
| 2023 | 267 | $6.5M | $690,379 | $1.5M |
| 2022 | 140 | $3.8M | $399,298 | $840,681 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | NONE | $24,087 | — | $24,087 |
| AAFCPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,087
- Estimated Expense Ratio: 0.223% 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 | $26,164 | — | — | — | — |
| 2023 | $17,648 | — | — | — | — |
| 2022 | — | — | — | — | — |