Plan Snapshot
- Plan Sponsor: Marine Biological Laboratory
- Sponsor EIN: 042104690
- Sponsor Address: 7 MBL STREET, WOODS HOLE, MA, 025431015
- Plan Type: 403(b)
- Total Participants: 311
- Total Assets: $44.8M
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 | 311 | $44.8M | $0 | $1.3M |
| 2023 | 303 | $40.8M | $0 | $1.3M |
| 2022 | 241 | $36.1M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | $9,404 | — | $9,404 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,404
- Estimated Expense Ratio: 0.021% 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 | $23,107 | $13,125 | $578 | $9,404 | — |
| 2023 | $29,768 | $11,750 | $893 | $17,125 | — |
| 2022 | — | — | — | — | — |