Plan Snapshot
- Plan Sponsor: Pines Health Services
- Sponsor EIN: 010376890
- Sponsor Address: 74 ACCESS HWY, CARIBOU, ME, 047363807
- Plan Type: 403(b)
- Total Participants: 151
- Total Assets: $14.6M
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 | 151 | $14.6M | $85,199 | $816,025 |
| 2023 | 150 | $12.6M | $78,789 | $730,643 |
| 2022 | 146 | $10.3M | $23,880 | $676,563 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, 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 | $55,585 | $20,499 | $35,086 | — | — |
| 2023 | $45,718 | $16,813 | $28,905 | — | — |
| 2022 | $37,499 | $21,251 | $16,248 | — | — |