Plan Snapshot
- Plan Sponsor: Making Opportunity Count, INC.
- Sponsor EIN: 042401111
- Sponsor Address: 49 NURSERY LANE 2ND FLOOR, FITCHBURG, MA, 01420
- Plan Type: 403(b)
- Total Participants: 565
- Total Assets: $12.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 565 | $12.6M | $882,638 | $489,775 |
| 2023 | 491 | $10.8M | $534,697 | $292,387 |
| 2022 | 279 | $9.2M | $356,603 | $244,805 |
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 |
|---|---|---|---|---|
| ANSTISS & CO. P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANSTISS & CO. P.C. — Auditor
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 | $7,554 | — | — | — | — |
| 2023 | $1,287 | — | — | — | — |
| 2022 | $2,139 | — | — | — | — |