# Maine Dartmouth Family Medicine Residency 403(b) Plan
Source: https://planprovider.pro/companies/maine-dartmouth-family-medicine-residency-010369195-001

> Maine Dartmouth Family Medicine Residency's 403(b) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Maine Dartmouth Family Medicine Residency

- **Sponsor EIN:** 010369195

- **Sponsor Address:** 15 E CHESTNUT STREET, AUGUSTA, ME, 04330

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 123

- **Total Assets:** $29.2M

## 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|123|$29.2M|$746,092|$1.3M|

| 2023|116|$24.3M|$736,920|$1.3M|

| 2022|127|$19.5M|$687,957|$1.1M|

## 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|

| EP WEALTH ADVISORS|Investment Advisor|$77,155|—|$77,155|

| ASCENSUS|Recordkeeper|$18,840|—|$18,840|

| BERRY DUNN MCNEIL & PARKER, LLC|Auditor|$12,000|—|$12,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $107,995

- **Estimated Expense Ratio:** 0.370% 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|$107,995|$77,155|—|—|—|

| 2023|$76,296|$62,540|—|—|—|

| 2022|$61,715|—|—|—|$61,715|

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