Plan Snapshot
- Plan Sponsor: Toward Independent Living And Learning, INC.
- Sponsor EIN: 042672688
- Sponsor Address: 20 EASTBROOK ROAD, SUITE 201, DEDHAM, MA, 02026
- Plan Type: 403(b)
- Total Participants: 934
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 934 | $9.5M | $127,026 | $849,445 |
| 2023 | 847 | $8.2M | $124,228 | $845,186 |
| 2022 | 830 | $6.8M | $67,611 | $681,318 |
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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN, PC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN, PC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $57,888 | $14,578 | $43,310 | — | — |
| 2023 | $50,088 | $25,000 | $25,088 | — | — |
| 2022 | $50,495 | $25,000 | $25,495 | — | — |