Plan Snapshot
- Plan Sponsor: Dothouse Health
- Sponsor EIN: 237125970
- Sponsor Address: 1353 DORCHESTER AVENUE, DORCHESTER, MA, 021222932
- Plan Type: 403(b)
- Total Participants: 298
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 298 | $17.0M | $411,957 | $1.2M |
| 2023 | 300 | $14.4M | $384,040 | $1.1M |
| 2022 | 274 | $11.9M | $322,061 | $922,738 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | Recordkeeper | $48,045 | — | $48,045 |
| SENTINEL PENSION ADVISORS, INC. | Recordkeeper | $29,924 | — | $29,924 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, INC. — Recordkeeper
- SENTINEL PENSION ADVISORS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,969
- Estimated Expense Ratio: 0.459% 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 | $77,969 | $29,924 | — | — | — |
| 2023 | $68,355 | $26,107 | — | — | — |
| 2022 | $62,767 | $25,266 | — | — | $37,501 |