Plan Snapshot
- Plan Sponsor: Robert F. Kennedy Community Alliance, INC.
- Sponsor EIN: 042103834
- Sponsor Address: 380 HIGH STREET EXT., LANCASTER, MA, 01523
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 666
- Total Assets: $32.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 666 | $32.3M | $0 | $0 |
| 2024 | 445 | $28.2M | $661,944 | $1.3M |
| 2023 | 394 | $25.2M | $675,169 | $1.2M |
| 2022 | 413 | $21.7M | $934,265 | $1.2M |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $50,744 | — | $50,744 |
| AEGIS RETIREMENT PARTNERS | Investment Advisor | $49,629 | — | $49,629 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,373
- Estimated Expense Ratio: 0.310% 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 |
|---|---|---|---|---|---|
| 2025 | $2,381,801 | $49,629 | $49,884 | — | — |
| 2024 | $85,775 | $42,730 | $43,045 | — | — |
| 2023 | $67,270 | $33,573 | $33,697 | — | — |
| 2022 | $48,820 | — | — | — | — |