Plan Snapshot
- Plan Sponsor: Community Counseling Of Bristol County, INC.
- Sponsor EIN: 043035697
- Sponsor Address: ONE WASHINGTON ST, TAUNTON, MA, 02780
- Plan Type: 403(b)
- Total Participants: 706
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 706 | $25.2M | $1.3M | $2.1M |
| 2023 | 736 | $21.0M | $1.3M | $1.9M |
| 2022 | 707 | $17.5M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | BROKER DEALER OF ADVISOR | — | $43,579 | $43,579 |
| AEGIS RETIREMENT PARTNERS, LLC | TPA | — | $10,268 | $10,268 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,847
- Estimated Expense Ratio: 0.214% 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 | $154,090 | $1,082 | $153,008 | — | — |
| 2023 | $136,141 | $35,448 | $92,194 | — | — |
| 2022 | $114,229 | — | — | — | — |