Plan Snapshot
- Plan Sponsor: Southern New England Health Care For Women, LLC
- Sponsor EIN: 452603721
- Sponsor Address: 333 SCHOOL STREET - SUITE 200, PAWTUCKET, RI, 02860
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $20.7M
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 | 103 | $20.7M | $678,473 | $715,487 |
| 2023 | 101 | $17.8M | $699,736 | $693,811 |
| 2022 | 93 | $13.7M | $599,801 | $620,102 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC. | SERVICE PROVIDER | — | $39,059 | $39,059 |
| THE MANDMARBLESTONE GROUP LLC | TPA | — | $9,258 | $9,258 |
| JOSEPH P. MELVIN COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC. — SERVICE PROVIDER
- JOSEPH P. MELVIN COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,317
- Estimated Expense Ratio: 0.233% 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 | $66,312 | $1,664 | $64,068 | — | — |
| 2023 | $50,834 | — | $45,025 | — | — |
| 2022 | $50,502 | — | — | — | $50,502 |