# Hawthorn Medical Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hawthorn-medical-associates-llc-401k-plan

> Hawthorn Medical Associates, LLC's 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawthorn Medical Associates, LLC

- **Sponsor EIN:** 043436165

- **Sponsor Address:** 535 FAUNCE CORNER ROAD, NORTH DARTMOUTH, MA, 02747

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

- **Total Participants:** 145

- **Total Assets:** $134.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|145|$134.9M|$4.1M|$3.0M|

| 2023|151|$125.0M|$4.1M|$2.9M|

| 2022|151|$106.0M|$3.8M|$2.7M|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|BROKER DEALER|—|$86,482|$86,482|

| VOYA RETIREMENT INS ANNUITY COMPANY|INVESTMENT ADVISORY|$55,163|—|$55,163|

| NATIONWIDE|INVESTMENT ADVISORY|$33,640|—|$33,640|

| THE ANGELL PENSION GROUP, INC.|THIRD PARTY ADMIN|—|$10,369|$10,369|

| KAHN, LITWIN, RENZA & CO., LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $185,654

- **Estimated Expense Ratio:** 0.138% 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|$88,803|—|$54,363|—|—|

| 2023|$303,604|—|—|—|—|

| 2022|$292,209|—|—|—|—|

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