Plan Snapshot
- Plan Sponsor: Saint Elizabeth Community
- Sponsor EIN: 050457342
- Sponsor Address: 2364 POST ROAD, SUITE 100, WARWICK, RI, 02886
- Plan Type: 403(b)
- Total Participants: 499
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 499 | $15.5M | $359,365 | $1.3M |
| 2023 | 500 | $13.7M | $422,275 | $1.3M |
| 2022 | 495 | $11.2M | $342,744 | $1.1M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
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 | $150,888 | — | — | — | — |
| 2023 | $182,779 | — | — | — | — |
| 2022 | $149,759 | — | — | — | — |