Plan Snapshot
- Plan Sponsor: Greater Lynn Senior Services, INC.
- Sponsor EIN: 042581129
- Sponsor Address: 8 SILSBEE STREET, LYNN, MA, 019011404
- Plan Type: 403(b)
- Total Participants: 233
- Total Assets: $13.1M
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 | 233 | $13.1M | $297,965 | $739,898 |
| 2023 | 220 | $13.5M | $272,182 | $654,778 |
| 2022 | 191 | $11.9M | $257,459 | $599,411 |
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 | — | — | $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 | $6,608 | $1,876 | — | — | — |
| 2023 | $4,387 | $272 | — | — | — |
| 2022 | $10,417 | — | $10,417 | — | — |