Plan Snapshot
- Plan Sponsor: Jewish Healthcare Center, INC.
- Sponsor EIN: 042103803
- Sponsor Address: 629 SALISBURY STREET, WORCESTER, MA, 01609
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 389 | $15.6M | $220,093 | $744,030 |
| 2023 | 374 | $13.3M | $197,574 | $704,953 |
| 2022 | 383 | $11.6M | $217,411 | $817,018 |
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 |
|---|---|---|---|---|
| BOLLUS LYNCH, LLP | 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 | $13,850 | — | $12,815 | — | — |
| 2023 | $14,790 | — | $7,695 | — | — |
| 2022 | $28,832 | — | — | — | — |