Plan Snapshot
- Plan Sponsor: Amica Mutual Insurance Company
- Sponsor EIN: 050348344
- Sponsor Address: P.O. BOX 6008, PROVIDENCE, RI, 029406008
- Plan Type: DB
- Total Participants: 2,053
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 2,053 | $1.7B | $0 | $0 |
| 2023 | 2,172 | $1.8B | $0 | $0 |
| 2022 | 2,338 | $1.7B | $0 | $0 |
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 |
|---|---|---|---|---|
| FIAM LLC | Other Service Provider | $1,119,474 | — | $1,119,474 |
| BUCK GLOBAL, LLC | Other Service Provider | $168,469 | — | $168,469 |
| FIRST EAGLE ALTERNATIVE CREDIT, LLC | Other Service Provider | — | $131,091 | $131,091 |
| GRAYCLIFF PARTNERS LP | Other Service Provider | — | $106,220 | $106,220 |
| CYPRIUM INVESTMENT PARTNERS LLC | Other Service Provider | — | $61,418 | $61,418 |
| KPMG LLP | Auditor | $58,118 | — | $58,118 |
| JP MORGAN ASSET MANAGEMENT | Other Service Provider | $46,320 | — | $46,320 |
| NEPC LLC | Recordkeeper | $46,125 | — | $46,125 |
| ADAMS STREET CREDIT ADVISORS LP | Other Service Provider | — | $41,057 | $41,057 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $25,000 | — | $25,000 |
| STONEPEAK ASSOCIATES III LLC | Other Service Provider | — | $10,102 | $10,102 |
| STATE STREET CORPORATION | Other Service Provider | $7,979 | — | $7,979 |
| PNC BANK | Other Service Provider | $6,672 | — | $6,672 |
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: $1,828,045
- Estimated Expense Ratio: 0.110% 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 | $2,390,704 | $1,207,330 | — | $58,118 | — |
| 2023 | $2,438,854 | $1,145,257 | — | $40,906 | — |
| 2022 | $2,096,899 | — | — | — | — |