Plan Snapshot
- Plan Sponsor: Nashoba Learning Group, INC.
- Sponsor EIN: 010672424
- Sponsor Address: 10 OAK PARK DR, BEDFORD, MA, 017301414
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 302 | $8.0M | $312,152 | $663,276 |
| 2023 | 256 | $6.4M | $264,936 | $660,458 |
| 2022 | 265 | $5.6M | $259,939 | $631,689 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | RECORD KEEPER | $5,427 | — | $5,427 |
| LEONARD, MULHERIN & GREENE P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,427
- Estimated Expense Ratio: 0.068% 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 | $4,614 | — | — | — | — |
| 2023 | $2,616 | — | — | — | — |
| 2022 | $2,554 | — | — | — | — |