# Sherrill House, INC 403(b) Plan
Source: https://planprovider.pro/companies/sherrill-house-inc-403b-plan

> Sherrill House, INC's 403(b) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sherrill House, INC

- **Sponsor EIN:** 042104321

- **Sponsor Address:** 135 S. HUNTINGTON AVE, BOSTON, MA, 021304885

- **Plan Type:** 403(b)

- **Total Participants:** 216

- **Total Assets:** $12.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|216|$12.6M|$88,717|$692,206|

| 2023|215|$11.1M|$77,841|$635,822|

| 2022|231|$9.5M|$69,129|$584,050|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$44,711|$17,596|$27,115|—|—|

| 2023|$40,568|$17,596|$22,972|—|—|

| 2022|$41,687|$17,588|$24,099|—|—|

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