Plan Snapshot
- Plan Sponsor: Massachusetts Audubon Society, INC.
- Sponsor EIN: 042104702
- Sponsor Address: 208 SOUTH GREAT ROAD, LINCOLN, MA, 01773
- Plan Type: 403(b)
- Total Participants: 639
- Total Assets: $55.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 639 | $55.1M | $1.4M | $2.0M |
| 2023 | 666 | $51.7M | $1.3M | $1.9M |
| 2022 | 625 | $43.0M | $1.0M | $1.5M |
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 |
|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | RECORDKEEPER | $55,868 | — | $55,868 |
| 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: $55,868
- Estimated Expense Ratio: 0.101% 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 | $55,865 | — | — | — | — |
| 2023 | $62,998 | — | — | — | — |
| 2022 | $117,246 | — | $117,246 | — | — |