# Commonwealth Of Massachusetts Office Of The Treasurer & Receiver Gener 401(k) Plan
Source: https://planprovider.pro/companies/commonwealth-of-massachusetts-office-of-the-treasurer-receiver-gener-401k-plan

> Commonwealth Of Massachusetts Office Of The Treasurer & Receiver Gener's 401(k) plan: 2,432 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Commonwealth Of Massachusetts Office Of The Treasurer & Receiver Gener

- **Sponsor EIN:** 046002284

- **Sponsor Address:** ONE ASHBURTON PLACE, 12TH FLOOR, BOSTON, MA, 02108

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

- **Total Participants:** 2,432

- **Total Assets:** $44.7M

## 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:** Yes

## Plan Financials by Year

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

| 2024|2,432|$44.7M|$3.3M|$7.8M|

| 2023|1,931|$31.0M|$2.6M|$6.2M|

| 2022|1,424|$18.9M|$1.9M|$4.5M|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$85,120|$33,148|—|—|—|

| 2023|$56,979|$20,924|—|—|—|

| 2022|$39,705|$13,586|$26,119|—|—|

## Similar Plans

- [National Association Of Government Employees](https://planprovider.pro/companies/national-association-of-government-employees-plan) — 85 participants

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