# Saint Joseph'S Rehabilitation And Residence 403(b) Plan
Source: https://planprovider.pro/companies/saint-joseph-s-rehabilitation-and-residence-403b-plan

> Saint Joseph'S Rehabilitation And Residence's 403(b) plan: 19 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|

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