Plan Snapshot
- Plan Sponsor: Elliot Health System
- Sponsor EIN: 020509911
- Sponsor Address: 4 ELLIOT WAY, SUITE 302, MANCHESTER, NH, 03013
- Plan Type: 403(b)
- Total Participants: 5,130
- Total Assets: $493.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,130 | $493.7M | $15.8M | $27.6M |
| 2023 | 4,749 | $420.6M | $15.0M | $25.8M |
| 2022 | 4,666 | $340.7M | $13.6M | $23.0M |
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 |
|---|---|---|---|---|
| BAKER NEWMAN NOYES 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 | $693,815 | $182,757 | — | — | — |
| 2023 | $514,873 | — | — | $272,095 | — |
| 2022 | $479,287 | $96,141 | — | — | $1,200 |