Plan Snapshot
- Plan Sponsor: Winchester Hospital
- Sponsor EIN: 042104434
- Sponsor Address: 41 HIGHLAND AVE, WINCHESTER, MA, 018901446
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $9.3M | $3.6M | $9.4M |
| 2022 | 2,234 | $236.6M | $3.4M | $8.9M |
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 |
|---|---|---|---|---|
| BETH ISRAEL LAHEY HEALTH | CONSULT/OTHER SERVICES | $97,608 | — | $97,608 |
| BDO | ACCOUNTANT/AUDITOR | $19,033 | — | $19,033 |
| NEPC,LLC | CONSULTANT | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,641
- Estimated Expense Ratio: 1.367% 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 |
|---|---|---|---|---|---|
| 2023 | $193,284 | $8,870 | $300 | $25,716 | — |
| 2022 | $153,720 | $3,580 | — | — | — |