# Elder Services Of Cape Cod And The Islands, INC 403(b) Plan
Source: https://planprovider.pro/companies/elder-services-of-cape-cod-and-the-islands-inc-plan-002

> Elder Services Of Cape Cod And The Islands, INC's 403(b) plan: 148 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 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|

| SANDERS, WALSH & EATON, CPA'S LLC|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|$5,830|—|—|—|—|

| 2023|$20,990|—|—|—|—|

| 2022|$6,171|$5,964|—|—|—|

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