Plan Snapshot
- Plan Sponsor: New England Deaconess Association
- Sponsor EIN: 042104763
- Sponsor Address: 80 DEACONESS ROAD, CONCORD, MA, 01742
- Plan Type: 401(k)
- Total Participants: 687
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 687 | $20.7M | $980,003 | $1.4M |
| 2023 | 627 | $18.3M | $890,603 | $1.3M |
| 2022 | 691 | $15.8M | $820,678 | $1.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, LLP — 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 | $100,454 | $9,884 | $90,570 | — | — |
| 2023 | $90,797 | $14,792 | $76,005 | — | — |
| 2022 | $104,570 | — | $104,570 | — | — |