Plan Snapshot
- Plan Sponsor: The Arc Of Blackstone Valley
- Sponsor EIN: 050300152
- Sponsor Address: 500 PROSPECT STREET, PAWTUCKET, RI, 02860
- Plan Type: DC
- Total Participants: 168
- Total Assets: $8.3M
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 | 168 | $8.3M | $258,191 | $0 |
| 2023 | 159 | $7.5M | $245,322 | $0 |
| 2022 | 161 | $6.8M | $228,960 | $0 |
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 |
|---|---|---|---|---|
| OTRANDO, PORCARO & ASSOCIATES, LTD. | 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 | $21,391 | $9,471 | $7,707 | — | — |
| 2023 | $22,813 | $18,346 | — | — | — |
| 2022 | $22,026 | $18,066 | — | — | — |