Plan Snapshot
- Plan Sponsor: Maine Center For Cancer Medicine & Blood Disorders, P.A. D/B
- Sponsor EIN: 010357684
- Sponsor Address: 11 ROCK ROW, SUITE 310, WESTBROOK, ME, 04092
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $41.6M
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 | 316 | $41.6M | $2.4M | $2.0M |
| 2023 | 272 | $33.3M | $1.8M | $1.8M |
| 2022 | 244 | $27.3M | $1.6M | $1.6M |
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 | $19,570 | — | $19,570 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,570
- Estimated Expense Ratio: 0.047% 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 | $131,695 | $42,300 | $37,698 | $19,570 | — |
| 2023 | $89,491 | — | $89,491 | — | — |
| 2022 | $97,631 | — | — | — | $97,631 |