Plan Snapshot
- Plan Sponsor: The Community Builders, INC.
- Sponsor EIN: 042324773
- Sponsor Address: 185 DARTMOUTH STREET, 9TH FLOOR, BOSTON, MA, 02116
- Plan Type: 403(b)
- Total Participants: 534
- Total Assets: $46.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 534 | $46.3M | $1.7M | $4.1M |
| 2023 | 41 | $21.7M | $1.1M | $0 |
| 2022 | 45 | $20.3M | $813,773 | $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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $32,986 | — | $32,986 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $32,355 | — | $32,355 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $18,240 | — | $18,240 |
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,581
- Estimated Expense Ratio: 0.180% 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 | $89,092 | $33,130 | — | — | — |
| 2023 | $264,378 | — | — | — | — |
| 2022 | $351,931 | — | — | — | $37,775 |