Plan Snapshot
- Plan Sponsor: Hillcrest Educational Foundation, INC.
- Sponsor EIN: 800545676
- Sponsor Address: 788 SOUTH STREET, PITTSFIELD, MA, 01202
- Plan Type: 401(k)
- Total Participants: 595
- Total Assets: $29.1M
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 | 595 | $29.1M | $947,218 | $1.4M |
| 2023 | 563 | $24.9M | $900,362 | $1.3M |
| 2022 | 544 | $20.9M | $927,608 | $1.3M |
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 |
|---|---|---|---|---|
| LOMBARDI & KEEGAN | 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 | $70,679 | — | $70,679 | — | — |
| 2023 | $47,767 | — | $47,767 | — | — |
| 2022 | $44,772 | — | $44,772 | — | — |