Plan Snapshot
- Plan Sponsor: The Community Builders, INC.
- Sponsor EIN: 042324773
- Sponsor Address: 185 DARTMOUTH STREET, BOSTON, MA, 02116
- Plan Type: DC
- Total Participants: 661
- Total Assets: $38.5M
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. |
|---|---|---|---|---|
| 2023 | 661 | $38.5M | $1.4M | $3.6M |
| 2022 | 628 | $31.3M | $1.3M | $3.2M |
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 | $147,166 | — | $147,166 |
| MORGAN STANLEY GLOBAL BANKING OPS | NONE | $83,468 | — | $83,468 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $230,634
- Estimated Expense Ratio: 0.599% 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 |
|---|---|---|---|---|---|
| 2023 | $118,265 | $41,734 | $2,948 | — | — |
| 2022 | $120,139 | $25,000 | $2,217 | — | $92,922 |