Plan Snapshot
- Plan Sponsor: Continuing Care Management LLC
- Sponsor EIN: 043558942
- Sponsor Address: ONE LYMAN STREET, WESTBOROUGH, MA, 01581
- Plan Type: 401(k)
- Total Participants: 901
- Total Assets: $41.5M
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 | 901 | $41.5M | $195,304 | $1.8M |
| 2023 | 893 | $38.7M | $170,660 | $1.6M |
| 2022 | 1,060 | $34.2M | $4,851 | $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 |
|---|---|---|---|---|
| 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: $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 | $159,767 | $133,167 | — | — | — |
| 2023 | $154,905 | $67,570 | — | — | — |
| 2022 | $155,709 | $62,268 | — | — | — |