Plan Snapshot
- Plan Sponsor: Douglas A. Thom Clinic, INC.
- Sponsor EIN: 042104268
- Sponsor Address: 1661 WORCESTER ROAD,, FRAMINGHAM, MA, 01701
- Plan Type: 403(b)
- Total Participants: 644
- Total Assets: $39.6M
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 | 644 | $39.6M | $172,655 | $1.7M |
| 2023 | 590 | $35.4M | $142,462 | $1.5M |
| 2022 | 561 | $30.2M | $151,749 | $1.4M |
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 |
|---|---|---|---|---|
| RSM US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US, LLP — 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 | $189,886 | $56,620 | $133,266 | — | — |
| 2023 | $94,113 | $63,855 | $30,258 | — | — |
| 2022 | $27,977 | — | $27,977 | — | — |