Plan Snapshot
- Plan Sponsor: New England Aquarium
- Sponsor EIN: 042297514
- Sponsor Address: CENTRAL WHARF, BOSTON, MA, 02110
- Plan Type: 403(b)
- Total Participants: 328
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 328 | $22.1M | $0 | $0 |
| 2023 | 295 | $21.5M | $0 | $1.1M |
| 2022 | 531 | $18.2M | $0 | $0 |
| 2021 | 490 | $21.5M | $0 | $0 |
| 2020 | 450 | $20.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $6,699 | — | — | — | — |
| 2023 | $10,049 | — | $10,049 | — | — |
| 2022 | $9,612 | — | $9,612 | — | — |
| 2021 | $9,585 | — | $9,585 | — | — |
| 2020 | $9,842 | — | $9,842 | — | — |