# Dexter Southfield, INC. 403(b) Plan
Source: https://planprovider.pro/companies/dexter-southfield-inc-403b-plan

> Dexter Southfield, INC.'s 403(b) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dexter Southfield, INC.

- **Sponsor EIN:** 042104152

- **Sponsor Address:** 20 NEWTON STREET, BROOKLINE, MA, 024457498

- **Plan Type:** 403(b)

- **Total Participants:** 213

- **Total Assets:** $61.4M

## 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.|

| 2024|213|$61.4M|$1.4M|$1.5M|

| 2023|193|$52.5M|$1.3M|$1.4M|

| 2022|207|$44.6M|$1.2M|$1.3M|

## 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|

| CAPFINANCIAL PARTNERS, LLC|ADVISOR|$19,631|—|$19,631|

| CLIFTONLARSONALLEN LLP|ACCOUNTING|$13,500|—|$13,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTING

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,131

- **Estimated Expense Ratio:** 0.054% 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|$33,431|—|$33,431|—|—|

| 2023|$25,545|—|$25,545|—|—|

| 2022|$15,762|—|—|—|$15,762|

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