# Greater Boston Legal Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/greater-boston-legal-services-inc-403b-plan

> Greater Boston Legal Services, INC.'s 403(b) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Greater Boston Legal Services, INC.

- **Sponsor EIN:** 042103907

- **Sponsor Address:** 197 FRIEND STREET, BOSTON, MA, 02114

- **Plan Type:** 403(b)

- **Total Participants:** 184

- **Total Assets:** $30.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|184|$30.5M|$504,936|$1.3M|

| 2023|173|$27.0M|$530,653|$1.3M|

| 2022|159|$23.2M|$861,464|$1.0M|

## 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|

| AAFCPAS, INC.|Auditor|$16,000|—|$16,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.052% 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|$55,732|—|—|$16,000|—|

| 2023|$62,817|—|—|$24,290|—|

| 2022|$49,953|—|—|—|$49,953|

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