# Southcoast Hospitals Group, INC. 403(b) Plan
Source: https://planprovider.pro/companies/southcoast-hospitals-group-inc-403b-plan

> Southcoast Hospitals Group, INC.'s 403(b) plan: 8,109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southcoast Hospitals Group, INC.

- **Sponsor EIN:** 222592333

- **Sponsor Address:** 101 PAGE ST., NEW BEDFORD, MA, 02740

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

- **Total Participants:** 8,109

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|8,109|$1.1B|$26.3M|$47.7M|

| 2023|7,579|$1.0B|$23.3M|$43.1M|

| 2022|6,876|$950.0M|$23.4M|$41.3M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$421,959|—|$421,959|

| SAGEVIEW ADVISORY GROUP|CONSULTANT|$146,895|—|$146,895|

| CARON & BLETZER, PPLC|AUDITOR|$20,500|—|$20,500|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — CONSULTANT

- [CARON & BLETZER, PPLC](https://planprovider.pro/provider/caron-bletzer) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $589,354

- **Estimated Expense Ratio:** 0.052% of plan assets

### 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|$589,515|$146,895|—|$20,500|—|

| 2023|$687,748|$131,000|—|$19,000|—|

| 2022|$936,749|$156,616|—|—|$14,900|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southcoast-hospitals-group-inc-403b-plan)

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