Plan Snapshot
- Plan Sponsor: Northwest Community Health Care
- Sponsor EIN: 050258811
- Sponsor Address: P.O. BOX 312, PASCOAG, RI, 02859
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 160
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 160 | $16.3M | $288,468 | $1.2M |
| 2023 | 168 | $14.0M | $334,999 | $1.1M |
| 2022 | 161 | $11.7M | $396,703 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $74,908 | — | $74,908 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $15,000 | — | $15,000 |
| CORNERSTONE RETIREMENT PLAN ADMIN | Recordkeeper | $2,507 | $9,999 | $12,506 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $5,025 | — | $5,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,439
- Estimated Expense Ratio: 0.659% 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 | $92,943 | — | $92,943 | — | — |
| 2023 | $75,326 | — | $75,326 | — | — |
| 2022 | $59,176 | — | $59,176 | — | — |