Plan Snapshot
- Plan Sponsor: Peterborough Retirement Community At Upland Farm, INC.
- Sponsor EIN: 020446675
- Sponsor Address: 150 RIVERMEAD RD., PETERBOROUGH, NH, 03458
- Plan Type: 403(b)
- Total Participants: 229
- Total Assets: $9.3M
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 | 229 | $9.3M | $345,249 | $694,855 |
| 2023 | 212 | $8.1M | $323,359 | $656,632 |
| 2022 | 235 | $6.8M | $277,532 | $651,399 |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US LLP — Auditor
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 | $50,588 | $28,338 | $7,423 | — | — |
| 2023 | $45,701 | $24,241 | $8,756 | — | — |
| 2022 | $42,531 | $22,895 | $19,636 | — | — |