Plan Snapshot
- Plan Sponsor: Partners In Health, A Nonprofit Corporation
- Sponsor EIN: 043567502
- Sponsor Address: 800 BOYLSTON STREET, SUITE 300, BOSTON, MA, 02199
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $24.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 349 | $24.1M | $1.1M | $2.6M |
| 2023 | 318 | $18.9M | $818,462 | $2.2M |
| 2022 | 325 | $13.9M | $756,005 | $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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $47,248 | — | $47,248 |
| GRAY, GRAY & GRAY LLP | Other Service Provider | $15,750 | — | $15,750 |
| LION STREET ADVISORS LLC | Other Service Provider | $15,000 | — | $15,000 |
| COMPASS 360, LLC | Recordkeeper | $6,955 | — | $6,955 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,953
- Estimated Expense Ratio: 0.352% 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 | $93,555 | — | — | — | — |
| 2023 | $67,543 | $14,683 | $37,860 | $15,000 | — |
| 2022 | $125,823 | $27,019 | $98,804 | — | — |