# New England Aquarium 403(b) Plan
Source: https://planprovider.pro/companies/new-england-aquarium-403b-plan

> New England Aquarium's 403(b) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,538|—|$5,538|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,538

- **Estimated Expense Ratio:** 0.025% 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|$6,699|—|—|—|—|

| 2023|$10,049|—|$10,049|—|—|

| 2022|$9,612|—|$9,612|—|—|

| 2021|$9,585|—|$9,585|—|—|

| 2020|$9,842|—|$9,842|—|—|

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