Plan Snapshot
- Plan Sponsor: Saint Joseph'S Rehabilitation And Residence
- Sponsor EIN: 010339489
- Sponsor Address: 1133 WASHINGTON AVENUE, PORTLAND, ME, 041033629
- Plan Type: 403(b)
- Total Participants: 19
- Total Assets: $1.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 19 | $1.6M | $0 | $65,014 |
| 2022 | 92 | $1.5M | $0 | $54,062 |
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 |
|---|---|---|---|---|
| BERRY DUNN MCNEIL & PARKER, LLC | 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 |
|---|---|---|---|---|---|
| 2023 | $193,406 | — | $611 | — | — |
| 2022 | $1,765 | — | $1,765 | — | — |