# Heywood Hospital 401(k) Plan
Source: https://planprovider.pro/companies/heywood-hospital-401k-plan

> Heywood Hospital's 401(k) plan: 1,672 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heywood Hospital

- **Sponsor EIN:** 042103581

- **Sponsor Address:** 242 GREEN STREET, GARDNER, MA, 01440

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

- **Total Participants:** 1,672

- **Total Assets:** $88.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|1,672|$88.2M|$2.1M|$5.7M|

| 2023|1,621|$80.3M|$2.1M|$5.5M|

| 2022|1,630|$72.5M|$1.9M|$5.2M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$84,420|—|$84,420|

| CAPFINANCIAL PARTNERS|ADVISOR|$65,000|—|$65,000|

| BDMP ASSURANCE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BDMP ASSURANCE, LLC](https://planprovider.pro/provider/bdmp-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,420

- **Estimated Expense Ratio:** 0.169% 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|$154,168|$69,648|$100|—|—|

| 2023|$94,655|$87,350|$111|$24,840|—|

| 2022|$185,727|$35,145|—|—|—|

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