Plan Snapshot
- Plan Sponsor: Old Colony Hospice, INC.
- Sponsor EIN: 042793637
- Sponsor Address: 321 MANLEY STREET, WEST BRIDGEWATER, MA, 02379
- Plan Type: 403(b)
- Total Participants: 122
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 122 | $3.6M | $0 | $596,476 |
| 2023 | 123 | $3.0M | $0 | $492,885 |
| 2022 | 149 | $2.4M | $0 | $349,079 |
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 |
|---|---|---|---|---|
| STANDCORP FINANCIAL CORP | Recordkeeper | $20,552 | — | $20,552 |
| SYMPHONY RETIREMENT PARTNERS, LLC | Other Service Provider | $11,110 | — | $11,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANDCORP FINANCIAL CORP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,662
- Estimated Expense Ratio: 0.876% 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 | $35,909 | $15,357 | $20,552 | — | — |
| 2023 | $29,990 | — | $29,990 | — | — |
| 2022 | $24,497 | — | $24,497 | — | — |