# Home For Aged Women, INC. D/B/A Goddard House 403(b) Plan
Source: https://planprovider.pro/companies/home-for-aged-women-inc-d-b-a-goddard-house-403b-plan

> Home For Aged Women, INC. D/B/A Goddard House's 403(b) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Home For Aged Women, INC. D/B/A Goddard House

- **Sponsor EIN:** 042104314

- **Sponsor Address:** 165 CHESTNUT STREET, BROOKLINE, MA, 02445

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

- **Total Participants:** 131

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|131|$1.7M|$47,794|$168,041|

| 2023|130|$1.4M|$46,716|$155,870|

| 2022|123|$1.1M|$38,741|$166,561|

## 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|

| CBIZ CPAS P.C.|Auditor|$10,000|—|$10,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,000

- **Estimated Expense Ratio:** 0.597% 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|$15,114|—|—|$10,000|—|

| 2023|$2,366|—|—|—|—|

| 2022|$2,170|—|—|—|$2,170|

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