Plan Snapshot
- Plan Sponsor: Metropolitan Boston Housing Partnership, INC.
- Sponsor EIN: 042775991
- Sponsor Address: 1411 TREMONT STREET, BOSTON, MA, 02120
- Plan Type: 403(b)
- Total Participants: 216
- Total Assets: $10.8M
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 | 216 | $10.8M | $342,896 | $601,593 |
| 2023 | 214 | $10.1M | $338,068 | $629,305 |
| 2022 | 233 | $9.0M | $288,064 | $615,268 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $28,799 | $9,152 | $37,951 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Recordkeeper | $26,128 | — | $26,128 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,079
- Estimated Expense Ratio: 0.596% 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 | $54,928 | $26,128 | $28,800 | — | — |
| 2023 | $51,519 | $23,576 | $27,943 | — | — |
| 2022 | $49,462 | — | $49,462 | — | — |