Plan Snapshot
- Plan Sponsor: Southern New Hampshire Services, INC.
- Sponsor EIN: 020268285
- Sponsor Address: 40 PINE STREET, MANCHESTER, NH, 03103
- Plan Type: 403(b)
- Total Participants: 314
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 314 | $29.2M | $1.0M | $864,135 |
| 2023 | 339 | $27.4M | $1.1M | $880,287 |
| 2022 | 378 | $23.9M | $1.1M | $956,045 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $54,696 | — | $54,696 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $36,430 | — | $36,430 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,126
- Estimated Expense Ratio: 0.312% 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 | $153,024 | — | — | — | — |
| 2023 | $145,918 | — | — | — | — |
| 2022 | $142,857 | $142,857 | — | — | — |