# Third Sector New England, INC. 403(b) Plan
Source: https://planprovider.pro/companies/third-sector-new-england-inc-042261109-002

> Third Sector New England, INC.'s 403(b) plan: 374 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Third Sector New England, INC.

- **Sponsor EIN:** 042261109

- **Sponsor Address:** LINCOLN PLAZA, BOSTON, MA, 021112679

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 374

- **Total Assets:** $62.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|374|$62.7M|$1.5M|$2.1M|

| 2023|490|$55.8M|$1.5M|$2.1M|

| 2022|541|$47.7M|$1.3M|$1.8M|

## 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|

| TIAA|Recordkeeper|$25,043|—|$25,043|

| WESTLAND GATE CAPITAL, LLC|Other Service Provider|$24,802|—|$24,802|

| CBIZ CPAS P.C.|Other Service Provider|$22,233|—|$22,233|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,078

- **Estimated Expense Ratio:** 0.115% 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|$72,078|$1|$72,077|—|—|

| 2023|$58,374|—|$58,374|—|—|

| 2022|$31,224|—|$31,224|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/third-sector-new-england-inc-042261109-002)

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