# The Community Builders, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-community-builders-inc-plan-001

> The Community Builders, INC.'s 403(b) plan: 534 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Pine Street Inn, INC.](https://planprovider.pro/companies/pine-street-inn-inc-403b-plan) — 605 participants

- [The Community Builders, INC.](https://planprovider.pro/companies/the-community-builders-inc-plan-002) — 661 participants

- [Valley Opportunity Council, INC.](https://planprovider.pro/companies/valley-opportunity-council-in-401k-plan) — 361 participants

- [Elder Services Of Worcester Area](https://planprovider.pro/companies/elder-services-of-worcester-ar-plan) — 321 participants

- [Greater Lawrence Community Action Council INC. 403b Plan](https://planprovider.pro/companies/greater-lawrence-community-action-council-inc-403b-plan) — 311 participants

- [Massachusetts Society For The Prevention Of Cruelty To Animals](https://planprovider.pro/companies/massachusetts-society-for-the-prevention-of-cruelty-to-animals-403b-plan) — 840 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-community-builders-inc-plan-001)

© 2026 PlanProvider.Pro