# Baystate Health, INC 401(k) Plan
Source: https://planprovider.pro/companies/baystate-health-inc-401k-plan

> Baystate Health, INC's 401(k) plan: 13,905 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baystate Health, INC

- **Sponsor EIN:** 042105941

- **Sponsor Address:** 280 CHESTNUT STREET, SPRINGFIELD, MA, 01199

- **Plan Type:** 401(k)

- **Total Participants:** 13,905

- **Total Assets:** $1.4B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|13,905|$1.4B|$52.6M|$76.9M|

| 2023|13,531|$1.2B|$48.4M|$72.5M|

| 2022|13,151|$986.8M|$49.2M|$67.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$671,190|—|$671,190|

| STRATEGIC ADVISORS, INC.|ADVISOR|$99,789|—|$99,789|

| TOWERS WATSON INVESTMENT SERVICES,|INVESTMENT ADVISOR|$96,197|—|$96,197|

| WILLIS TOWERS WATSON US LLC|CONSULTANT|$59,303|—|$59,303|

| MEYERS BROTHERS KALICKA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $926,479

- **Estimated Expense Ratio:** 0.066% 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|$930,506|$99,789|$5,700|—|—|

| 2023|$881,047|$45,476|$3,900|—|—|

| 2022|$836,803|$4,941|$346,544|—|$111,473|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baystate-health-inc-401k-plan)

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