Plan Snapshot
- Plan Sponsor: New England Historic Genealogical Society
- Sponsor EIN: 042104757
- Sponsor Address: 101 NEWBURY ST, BOSTON, MA, 021163007
- Plan Type: 403(b)
- Total Participants: 98
- Total Assets: $16.7M
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 | 98 | $16.7M | $384,268 | $434,502 |
| 2023 | 97 | $14.3M | $353,087 | $417,182 |
| 2022 | 93 | $11.5M | $358,549 | $374,150 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
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 | $55,634 | $31,871 | — | — | — |
| 2023 | $49,448 | $31,033 | $18,415 | — | — |
| 2022 | $43,533 | — | $43,533 | — | — |