# Holyoke Medical Center, INC. DC Plan
Source: https://planprovider.pro/companies/holyoke-medical-center-inc-plan-002

> Holyoke Medical Center, INC.'s DC plan: 2,162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — N/A

- [MEYERS BROTHERS KALICKA, PC](https://planprovider.pro/provider/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|

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