Plan Snapshot
- Plan Sponsor: Planned Parenthood League Of Massachusetts, INC.
- Sponsor EIN: 042698497
- Sponsor Address: 1055 COMMONWEALTH AVE, BOSTON, MA, 022151001
- Plan Type: 403(b)
- Total Participants: 210
- Total Assets: $11.7M
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 | 210 | $11.7M | $294,336 | $718,872 |
| 2023 | 243 | $10.4M | $230,403 | $635,027 |
| 2022 | 222 | $9.5M | $220,357 | $608,783 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $28,330 | — | $28,330 |
| CAMBRIDGE INVESTMENT RESEARCH | Investment Advisor | $27,719 | — | $27,719 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,049
- Estimated Expense Ratio: 0.480% 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 | $17,977 | — | $17,977 | — | — |
| 2023 | $16,213 | — | — | $16,213 | — |
| 2022 | $15,913 | — | — | — | — |