Plan Snapshot
- Plan Sponsor: Open Sky Community Services, INC.
- Sponsor EIN: 042587863
- Sponsor Address: 4 MANN ST., WORCESTER, MA, 01602
- Plan Type: 403(b)
- Total Participants: 1,379
- Total Assets: $34.4M
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 | 1,379 | $34.4M | $675,602 | $2.1M |
| 2023 | 1,274 | $32.4M | $641,738 | $2.0M |
| 2022 | 1,282 | $27.6M | $605,135 | $2.0M |
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 | $135,806 | — | — | — | — |
| 2023 | $106,962 | — | — | — | — |
| 2022 | $56,857 | — | — | — | — |