Plan Snapshot
- Plan Sponsor: Concord Nh Boys & Girls Club
- Sponsor EIN: 020259874
- Sponsor Address: 55 BRADLEY STREET, PO BOX 1204, CONCORD, NH, 03301
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 245
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 245 | $2.8M | $0 | $0 |
| 2024 | 230 | $2.2M | $141,185 | $142,190 |
| 2023 | 202 | $1.9M | $119,708 | $128,377 |
| 2022 | 177 | $1.4M | $98,394 | $128,699 |
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 |
|---|---|---|---|---|
| BPAS | Other Service Provider | $13,630 | — | $13,630 |
| MML INVESTORS SERVICES | Other Service Provider | $9,903 | — | $9,903 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,533
- Estimated Expense Ratio: 0.849% 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 |
|---|---|---|---|---|---|
| 2025 | $107,194 | $9,903 | — | — | — |
| 2024 | $21,904 | $10,082 | — | — | — |
| 2023 | $17,537 | $9,717 | — | — | — |
| 2022 | $15,228 | $8,207 | $7,021 | — | — |