Plan Snapshot
- Plan Sponsor: Hebrew Seniorlife, INC.
- Sponsor EIN: 900183119
- Sponsor Address: 1200 CENTRE STREET, ROSLINDALE, MA, 021311000
- Plan Type: 401(k)
- Total Participants: 1,609
- Total Assets: $32.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,609 | $32.9M | $2.0M | $0 |
| 2023 | 2,245 | $29.4M | $1.9M | $0 |
| 2022 | 2,315 | $25.5M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $65,822 | — | $65,822 | — | — |
| 2023 | $63,722 | — | $56,344 | $7,378 | — |
| 2022 | $84,023 | $26,161 | $57,862 | — | — |