Plan Snapshot
- Plan Sponsor: South Boston Community Health Center, INC.
- Sponsor EIN: 042682152
- Sponsor Address: 409 WEST BROADWAY, SOUTH BOSTON, MA, 02127
- Plan Type: 403(b)
- Total Participants: 163
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 163 | $12.2M | $646 | $527,631 |
| 2023 | 158 | $10.5M | $0 | $552,893 |
| 2022 | 168 | $8.4M | $0 | $507,796 |
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 & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, 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 | $72,870 | — | — | — | — |
| 2023 | $54,052 | — | — | — | — |
| 2022 | $49,266 | — | — | — | — |