Plan Snapshot
- Plan Sponsor: Hebrew Seniorlife, INC.
- Sponsor EIN: 900183119
- Sponsor Address: 1200 CENTRE STREET, ROSLINDALE, MA, 021311000
- Plan Type: 403(b)
- Total Participants: 2,331
- Total Assets: $159.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 2,331 | $159.7M | $0 | $10.6M |
| 2023 | 2,573 | $141.7M | $0 | $10.0M |
| 2022 | 2,315 | $122.5M | $0 | $9.9M |
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 | $305,732 | — | $305,732 | — | — |
| 2023 | $264,375 | — | $262,590 | $1,785 | — |
| 2022 | $318,126 | $50,096 | $268,030 | — | — |