Plan Snapshot
- Plan Sponsor: Elder Services Of Berkshire County, INC.
- Sponsor EIN: 042542001
- Sponsor Address: 73 SOUTH CHURCH STREET, PITTSFIELD, MA, 01201
- Plan Type: 403(b)
- Total Participants: 144
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $4.8M | $225,000 | $215,004 |
| 2023 | 135 | $4.4M | $0 | $195,040 |
| 2022 | 118 | $3.8M | $0 | $162,742 |
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 |
|---|---|---|---|---|
| LOMBARDI & KEEGAN | 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 | $533 | — | $533 | — | — |
| 2023 | $297 | — | — | — | — |
| 2022 | $335 | — | $335 | — | — |