Plan Snapshot
- Plan Sponsor: St. Anns Home, INC.
- Sponsor EIN: 042104866
- Sponsor Address: 100A HAVERHILL STREET, METHUEN, MA, 01844
- Plan Type: DC
- Total Participants: 331
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 331 | $31.6M | $900,329 | $1.1M |
| 2023 | 331 | $28.5M | $1.2M | $985,046 |
| 2022 | 246 | $24.7M | $1.1M | $934,719 |
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 |
|---|---|---|---|---|
| LEONARD, MULHERIN & GREENE, P.C. | Auditor | — | — | $0 |
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 | $92,404 | — | $82,970 | — | — |
| 2023 | $78,114 | — | $71,774 | — | — |
| 2022 | $88,704 | — | $86,004 | — | — |