Plan Snapshot
- Plan Sponsor: Guild Of St. Agnes Of Worcester, INC
- Sponsor EIN: 042104267
- Sponsor Address: 19 HARVARD STREET, WORCESTER, MA, 01609
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 304 | $10.5M | $918,389 | $511,640 |
| 2023 | 288 | $9.0M | $867,491 | $488,911 |
| 2022 | 291 | $7.9M | $726,992 | $467,871 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $33,275 | — | $33,275 |
| FIRST NATIONAL CORPORATION | ADVISORY | $23,116 | — | $23,116 |
| O'CONNOR, MALONEY & CO.P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- FIRST NATIONAL CORPORATION — ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,391
- Estimated Expense Ratio: 0.539% 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 | $56,391 | $23,116 | — | — | — |
| 2023 | $28,300 | $9,901 | — | — | — |
| 2022 | $1,710 | — | — | — | — |