Plan Snapshot
- Plan Sponsor: Family Planning Association Of Maine, INC. Maine Family Planning
- Sponsor EIN: 010317679
- Sponsor Address: PO BOX 587, AUGUSTA, ME, 043320587
- Plan Type: 403(b)
- Total Participants: 87
- Total Assets: $6.6M
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 | 87 | $6.6M | $136,189 | $277,880 |
| 2023 | 79 | $5.5M | $125,471 | $270,252 |
| 2022 | 71 | $4.4M | $101,721 | $218,708 |
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 |
|---|---|---|---|---|
| TIAA TEACHERS INS AND ANNUITY ASSOC | Other Service Provider | $9,950 | — | $9,950 |
| ONERIVER, CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA TEACHERS INS AND ANNUITY ASSOC — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,950
- Estimated Expense Ratio: 0.152% of plan assets
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 | $9,950 | — | $9,950 | — | — |
| 2023 | $3,099 | — | $3,099 | — | — |
| 2022 | $25 | — | $25 | — | — |