Plan Snapshot
- Plan Sponsor: Old Sturbridge INC.
- Sponsor EIN: 042104809
- Sponsor Address: 1 OLD STURBRIDGE VILLAGE RD, STURBRIDGE, MA, 01566
- Plan Type: 403(b)
- Total Participants: 281
- Total Assets: $15.3M
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 | 281 | $15.3M | $0 | $302,741 |
| 2023 | 266 | $14.3M | $0 | $299,447 |
| 2022 | 236 | $13.3M | $0 | $236,852 |
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 | $298 | — | $298 | — | — |
| 2023 | $184 | — | $184 | — | — |
| 2022 | $126 | — | $126 | — | — |