Plan Snapshot
- Plan Sponsor: Loomis House, INC.
- Sponsor EIN: 042108366
- Sponsor Address: 246 N. MAIN STREET, SOUTH HADLEY, MA, 01075
- Plan Type: 403(b)
- Total Participants: 472
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 472 | $7.2M | $140,993 | $391,836 |
| 2023 | 426 | $6.3M | $138,716 | $360,319 |
| 2022 | 341 | $5.5M | $133,035 | $370,627 |
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 | $54,395 | $15,897 | $38,498 | — | — |
| 2023 | $47,126 | $13,838 | $33,288 | — | — |
| 2022 | $51,007 | — | $51,007 | — | — |