# Franciscan Children&#39;S 401(k) Plan
Source: https://planprovider.pro/companies/franciscan-children-s-401k-plan

> Franciscan Children&#39;S&#39;s 401(k) plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Franciscan Children'S

- **Sponsor EIN:** 042156082

- **Sponsor Address:** 30 WARREN STREET, BRIGHTON, MA, 021353602

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

- **Total Participants:** 25

- **Total Assets:** $32.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|25|$32.6M|$213,665|$2.5M|

| 2023|646|$27.7M|$267,028|$2.2M|

| 2022|304|$22.6M|$237,461|$2.0M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,048|—|$6,048|

| BDO USA PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [BDO USA PC](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,048

- **Estimated Expense Ratio:** 0.019% 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|$7,111|$6,048|—|—|—|

| 2023|$6,171|$4,817|—|—|—|

| 2022|$4,682|$3,628|—|—|—|

## Similar Plans

- [Brockton Hospital, INC.](https://planprovider.pro/companies/brockton-hospital-inc-plan) — 33 participants

- [Holyoke Medical Center, INC.](https://planprovider.pro/companies/holyoke-medical-center-inc-plan-001) — 0 participants

- [Beth Israel Deaconess Hospital - Plymouth, INC.](https://planprovider.pro/companies/beth-israel-deaconess-hospital-plymouth-inc-403b-plan) — 0 participants

- [Baystate Health, INC.](https://planprovider.pro/companies/baystate-health-inc-plan-001) — 0 participants

- [Dana-Farber Cancer Institute, INC](https://planprovider.pro/companies/dana-farber-cancer-institute-inc-plan-001) — 66 participants

- [Boston Medical Center](https://planprovider.pro/companies/boston-medical-center-plan-001) — 98 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/franciscan-children-s-401k-plan)

&copy; 2026 PlanProvider.Pro
