Plan Snapshot
- Plan Sponsor: Epoch Senior Living, LLC
- Sponsor EIN: 208907071
- Sponsor Address: 51 SAWYER ROAD, WALTHAM, MA, 02453
- Plan Type: 401(k)
- Total Participants: 1,690
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,690 | $19.2M | $164,294 | $2.5M |
| 2023 | 1,161 | $16.6M | $162,112 | $2.0M |
| 2022 | 950 | $13.8M | $127,365 | $1.6M |
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 |
|---|---|---|---|---|
| BOIVIN & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOIVIN & ASSOCIATES — Auditor
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 | $95,405 | $40,000 | — | — | — |
| 2023 | $84,986 | $39,961 | $300 | — | — |
| 2022 | $84,408 | — | — | — | — |