Plan Snapshot
- Plan Sponsor: Housing Assistance Corporation
- Sponsor EIN: 237431255
- Sponsor Address: 255 INDEPENDENCE DRIVE, HYANNIS, MA, 02601
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 114
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $5.9M | $174,786 | $388,990 |
| 2023 | 109 | $5.6M | $125,781 | $317,149 |
| 2022 | 103 | $4.9M | $128,305 | $247,629 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL, LLC | Investment Advisor | — | $12,360 | $12,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,360
- Estimated Expense Ratio: 0.210% 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 | $2,796 | — | — | — | — |
| 2023 | $1,729 | — | — | — | — |
| 2022 | $90 | $90 | — | — | — |