Plan Snapshot
- Plan Sponsor: Shriver Nursing Services, INC.
- Sponsor EIN: 542063425
- Sponsor Address: 36 WEST MAIN STREET, WESTBOROUGH, MA, 01581
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 143 | $11.8M | $432,847 | $303,639 |
| 2023 | 168 | $10.6M | $392,830 | $286,591 |
| 2022 | 146 | $9.2M | $398,587 | $279,340 |
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 |
|---|---|---|---|---|
| CARON & BELTZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BELTZER, PLLC — 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 | $53,558 | — | $38,332 | — | — |
| 2023 | $50,456 | $32,309 | $18,147 | — | — |
| 2022 | $56,352 | $28,470 | $27,882 | — | — |