# Fallon Community Health Plan 401(k) Plan
Source: https://planprovider.pro/companies/fallon-community-health-plan-401k-plan

> Fallon Community Health Plan's 401(k) plan: 1,216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fallon Community Health Plan

- **Sponsor EIN:** 237442369

- **Sponsor Address:** 1 MERCANTILE STREET, SUITE 400, WORCESTER, MA, 01608

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

- **Total Participants:** 1,216

- **Total Assets:** $167.2M

## 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|1,216|$167.2M|$4.0M|$8.7M|

| 2023|1,216|$148.9M|$3.9M|$8.6M|

| 2022|1,180|$131.2M|$3.4M|$7.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$197,149|—|$197,149|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,176|—|$7,176|

| STOWE & DEGON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STOWE & DEGON LLC](https://planprovider.pro/provider/stowe-and-degon-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $204,325

- **Estimated Expense Ratio:** 0.122% 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|$204,325|$7,176|—|—|—|

| 2023|$194,088|$413|—|—|—|

| 2022|$201,533|—|$154,192|—|—|

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