Plan Snapshot
- Plan Sponsor: Lasell Village, INC.
- Sponsor EIN: 223042122
- Sponsor Address: 120 SEMINARY AVENUE, AUBURNDALE, MA, 024662650
- Plan Type: 403(b)
- Total Participants: 111
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 111 | $10.4M | $359,106 | $519,144 |
| 2023 | 107 | $9.1M | $299,650 | $471,241 |
| 2022 | 99 | $7.4M | $249,734 | $402,661 |
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 | — | — | $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 | $4,003 | — | $261 | — | — |
| 2023 | $2,878 | — | — | — | — |
| 2022 | $2,426 | — | — | — | — |