Plan Snapshot
- Plan Sponsor: Speare Memorial Hospital Association
- Sponsor EIN: 020226774
- Sponsor Address: 16 HOSPITAL ROAD, PLYMOUTH, NH, 03264
- Plan Type: 403(b)
- Total Participants: 524
- Total Assets: $57.6M
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 | 524 | $57.6M | $1.9M | $1.8M |
| 2023 | 500 | $51.1M | $1.8M | $1.7M |
| 2022 | 428 | $44.5M | $1.7M | $1.7M |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, LLP — 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 | $88,654 | — | $88,654 | — | — |
| 2023 | $67,158 | — | $67,158 | — | — |
| 2022 | $73,503 | — | $73,503 | — | — |