Plan Snapshot
- Plan Sponsor: Granite State Independent Living
- Sponsor EIN: 020350170
- Sponsor Address: 21 CHENELL DRIVE, CONCORD, NH, 033018539
- Plan Type: 403(b)
- Total Participants: 596
- Total Assets: $3.6M
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 | 596 | $3.6M | $145,614 | $364,939 |
| 2023 | 564 | $3.6M | $111,754 | $295,500 |
| 2022 | 968 | $3.1M | $67,223 | $235,003 |
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 |
|---|---|---|---|---|
| NATHAN WECHSLER & CO. | Auditor | $17,250 | — | $17,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,250
- Estimated Expense Ratio: 0.482% 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 | $50,869 | — | $33,619 | $17,250 | — |
| 2023 | $36,688 | — | $28,688 | $8,000 | — |
| 2022 | $56,258 | — | $28,856 | — | $27,402 |