Plan Snapshot
- Plan Sponsor: William B Rice Eventide Home
- Sponsor EIN: 042106771
- Sponsor Address: 25 STONEHAVEN DRIVE, SUITE 1,, WEYMOUTH, MA, 02190
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $6,670
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 0 | $6,670 | $17,628 | $41,019 |
| 2023 | 106 | $2.1M | $99,319 | $229,978 |
| 2022 | 113 | $1.8M | $73,342 | $182,014 |
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 |
|---|---|---|---|---|
| PLANCHECK CPA'S LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHECK CPA'S LLC — 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 | $32,639 | $32,639 | — | — | — |
| 2023 | $27,808 | $21,146 | $6,662 | — | — |
| 2022 | $2,608 | — | — | — | $2,608 |