Plan Snapshot
- Plan Sponsor: New England Interstate Water Pollution Control Commission
- Sponsor EIN: 046004735
- Sponsor Address: WANNALANCIT MILLS, LOWELL, MA, 01854
- Plan Type: 403(b)
- Total Participants: 123
- Total Assets: $18.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $18.7M | $630,368 | $709,502 |
| 2023 | 122 | $16.7M | $529,540 | $749,310 |
| 2022 | 114 | $14.1M | $557,759 | $683,278 |
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 |
|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY, FSB | Other Service Provider | $41,186 | — | $41,186 |
| PROACCOUNT | INVESTMENT ADVISORY | $12,889 | — | $12,889 |
| ANSTISS & CO., P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,075
- Estimated Expense Ratio: 0.289% 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 | $55,856 | $55,856 | — | — | — |
| 2023 | $79,468 | $76,997 | $2,471 | — | — |
| 2022 | $76,319 | $74,602 | $1,717 | — | — |