# Cataldo Ambulance Service, INC 401(k) Plan
Source: https://planprovider.pro/companies/cataldo-ambulance-service-inc-401k-plan

> Cataldo Ambulance Service, INC's 401(k) plan: 1,017 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cataldo Ambulance Service, INC

- **Sponsor EIN:** 042621862

- **Sponsor Address:** 137 WASHINGTON ST, SOMERVILLE, MA, 02143

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

- **Total Participants:** 1,017

- **Total Assets:** $15.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,017|$15.6M|$97,901|$829,260|

| 2023|1,101|$14.1M|$103,611|$835,949|

| 2022|423|$12.4M|$103,381|$637,141|

## 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|

| CARON & BLETZER PLLC|Auditor|$260|—|$260|

### Verified Provider Profiles

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

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $260

- **Estimated Expense Ratio:** 0.002% 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|$856|—|—|$260|—|

| 2023|$579|$279|—|—|—|

| 2022|$468|$243|$225|—|—|

## Similar Plans

- [Brewster Ambulance Service, INC.](https://planprovider.pro/companies/brewster-ambulance-service-inc-401k-plan) — 1,104 participants

- [Pathlight, INC.](https://planprovider.pro/companies/pathlight-inc-403b-plan) — 483 participants

- [Pride Star Ems](https://planprovider.pro/companies/pride-star-ems-401k-plan) — 412 participants

- [New England Donor Services, INC.](https://planprovider.pro/companies/new-england-donor-services-inc-403b-plan-001-0975) — 342 participants

- [Action Ambulance Services, INC.](https://planprovider.pro/companies/action-ambulance-services-inc-401k-plan) — 199 participants

- [New England Life Flight, INC. Dba Boston Medflight](https://planprovider.pro/companies/new-england-life-flight-inc-dba-boston-medflight-401k-plan) — 189 participants

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

© 2026 PlanProvider.Pro