# New England Historic Genealogical Society 403(b) Plan
Source: https://planprovider.pro/companies/new-england-historic-genealogical-society-403b-plan

> New England Historic Genealogical Society's 403(b) plan: 98 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 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|—|—|

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