Plan Snapshot
- Plan Sponsor: Joslin Diabetes Center, INC.
- Sponsor EIN: 042203836
- Sponsor Address: 1 JOSLIN PLACE, BOSTON, MA, 02215
- Plan Type: 403(b)
- Total Participants: 382
- Total Assets: $193.1M
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 | 382 | $193.1M | $897,161 | $1.8M |
| 2023 | 369 | $180.6M | $965,321 | $1.8M |
| 2022 | 385 | $160.0M | $1.0M | $1.9M |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY SERVICES LLC | NONE | $37,500 | — | $37,500 |
| CARON & BLETZER, PLLC | NONE | $13,600 | — | $13,600 |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $10,382 | — | $10,382 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY SERVICES LLC — NONE
- CARON & BLETZER, PLLC — NONE
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,482
- Estimated Expense Ratio: 0.032% 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 | $65,632 | $45,117 | $3,000 | $13,600 | — |
| 2023 | $55,828 | $35,658 | $3,000 | $12,800 | — |
| 2022 | $55,515 | $30,000 | — | — | $14,403 |