Plan Snapshot
- Plan Sponsor: Dimock Community Foundation
- Sponsor EIN: 043487827
- Sponsor Address: 55 DIMOCK ST, ROXBURY, MA, 021191029
- Plan Type: 403(b)
- Total Participants: 483
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 483 | $13.1M | $5,388 | $972,579 |
| 2023 | 477 | $12.3M | $432,729 | $951,818 |
| 2022 | 670 | $10.3M | $159,243 | $1.0M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
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 | $64,235 | — | $64,235 | — | — |
| 2023 | $51,536 | — | $51,536 | — | — |
| 2022 | $44,170 | — | $44,170 | — | — |