Plan Snapshot
- Plan Sponsor: Elder Services Of Worcester Area, INC.
- Sponsor EIN: 042545221
- Sponsor Address: 67 MILLBROOK ST, WORCESTER, MA, 016062835
- Plan Type: DC
- Plan Number: 002
- Total Participants: 443
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 443 | $18.2M | $0 | $0 |
| 2024 | 321 | $16.1M | $508,105 | $659,508 |
| 2023 | 296 | $14.4M | $478,466 | $607,849 |
| 2022 | 264 | $11.8M | $463,629 | $531,835 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | 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 |
|---|---|---|---|---|---|
| 2025 | $1,340,849 | — | — | — | — |
| 2024 | $2,691 | — | — | — | — |
| 2023 | $1,057 | — | — | — | — |
| 2022 | $1,706 | — | — | — | — |