Plan Snapshot
- Plan Sponsor: Eliot Community Human Services, INC.
- Sponsor EIN: 042316924
- Sponsor Address: 125 HARTWELL AVENUE, LEXINGTON, MA, 02421
- Plan Type: 401(k)
- Total Participants: 1,999
- Total Assets: $41.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,999 | $41.0M | $777,793 | $4.3M |
| 2023 | 1,884 | $35.7M | $745,188 | $3.7M |
| 2022 | 1,629 | $28.5M | $621,950 | $3.1M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC | 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 | $186,307 | $86,423 | — | — | — |
| 2023 | $90,008 | — | — | — | — |
| 2022 | $22,923 | — | $15,708 | — | — |