Plan Snapshot
- Plan Sponsor: Uphams Corner Health Committee, INC.
- Sponsor EIN: 237211732
- Sponsor Address: 500 COLUMBIA ROAD, BOSTON, MA, 02125
- Plan Type: 403(b)
- Total Participants: 502
- Total Assets: $27.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 502 | $27.3M | $42,573 | $909,001 |
| 2023 | 508 | $24.3M | $884,799 | $920,286 |
| 2022 | 498 | $19.8M | $748,662 | $793,033 |
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 |
|---|---|---|---|---|
| TWELVE POINTS WEALTH MGMT LLC | Investment Advisor | $37,541 | — | $37,541 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $26,383 | — | $26,383 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $21,066 | — | $21,066 |
| ASCENSUS HOLDINGS DBA FUTUREPLAN | Other Service Provider | $12,634 | — | $12,634 |
| FIDELITY INVESTMENTS INST OP CO | Recordkeeper | $7,275 | — | $7,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST OP CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,899
- Estimated Expense Ratio: 0.385% 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 | $105,799 | — | $105,799 | — | — |
| 2023 | $64,500 | — | $64,500 | — | — |
| 2022 | $52,630 | — | $52,630 | — | — |