Plan Snapshot
- Plan Sponsor: Portland Community Health Center
- Sponsor EIN: 454960453
- Sponsor Address: 100 BRICKHILL AVENUE, SOUTH PORTLAND, ME, 04106
- Plan Type: 403(b)
- Total Participants: 175
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 175 | $5.6M | $239,779 | $665,249 |
| 2023 | 188 | $4.2M | $211,236 | $619,518 |
| 2022 | 169 | $2.8M | $63,908 | $509,276 |
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 | $1,350 | — | $1,350 | — | — |
| 2023 | $925 | — | $925 | — | — |
| 2022 | $6,675 | — | $6,675 | — | — |