Plan Snapshot
- Plan Sponsor: Elder Services Of Cape Cod And The Islands, INC
- Sponsor EIN: 042523904
- Sponsor Address: 68 RT 134, SOUTH DENNIS, MA, 02660
- Plan Type: 403(b)
- Total Participants: 148
- Total Assets: $6.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $6.3M | $592,848 | $295,809 |
| 2023 | 135 | $5.2M | $520,663 | $187,850 |
| 2022 | 132 | $1.5M | $0 | $140,215 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $24,603 | — | $24,603 |
| RPW SOLUTIONS | Investment Advisor | $654 | $13,291 | $13,945 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $5,553 | — | $5,553 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,101
- Estimated Expense Ratio: 0.702% 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 | $5,830 | — | — | — | — |
| 2023 | $20,990 | — | — | — | — |
| 2022 | $6,171 | $5,964 | — | — | — |