Plan Snapshot
- Plan Sponsor: Family Service Assn. Of Greate
- Sponsor EIN: 042104058
- Sponsor Address: 101 ROCK STREET, FALL RIVER, MA, 027203133
- Plan Type: 403(b)
- Total Participants: 389
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 389 | $14.9M | $429,399 | $420,206 |
| 2023 | 393 | $14.0M | $374,475 | $385,076 |
| 2022 | 366 | $12.2M | $384,465 | $348,594 |
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 |
|---|---|---|---|---|
| DANIEL DENNIS & COMPANY, LLP | 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 | $7,731 | — | — | — | — |
| 2023 | $3,086 | — | — | — | — |
| 2022 | $3,301 | — | — | — | — |