# Elder Services Of Berkshire County, INC. 403(b) Plan
Source: https://planprovider.pro/companies/elder-services-of-berkshire-co-403b-plan

> Elder Services Of Berkshire County, INC.'s 403(b) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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