Plan Snapshot
- Plan Sponsor: Holyoke Medical Center, INC.
- Sponsor EIN: 222520073
- Sponsor Address: 575 BEECH STREET, HOLYOKE, MA, 01040
- Plan Type: DC
- Total Participants: 2,162
- Total Assets: $70.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,162 | $70.5M | $342,662 | $6.2M |
| 2023 | 2,319 | $59.2M | $290,934 | $5.9M |
| 2022 | 1,994 | $45.4M | $278,056 | $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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | N/A | $74,798 | — | $74,798 |
| FIDELITY PERSONAL TRUST COMPANY | N/A | $21,375 | — | $21,375 |
| SHEPHERD KAPLAN KROCHUCK, LLC | N/A | $8,008 | — | $8,008 |
| MEYERS BROTHERS KALICKA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — N/A
- MEYERS BROTHERS KALICKA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,181
- Estimated Expense Ratio: 0.148% 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 | $104,181 | $8,008 | — | — | — |
| 2023 | $94,521 | $3,874 | — | — | — |
| 2022 | $87,469 | $9,375 | — | — | $78,094 |