# Lawrence & Memorial Hospital 401(k) Plan
Source: https://planprovider.pro/companies/lawrence-memorial-hospital-401k-plan

> Lawrence & Memorial Hospital's 401(k) plan: 4,346 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lawrence & Memorial Hospital

- **Sponsor EIN:** 060646704

- **Sponsor Address:** 365 MONTAUK AVENUE, NEW LONDON, CT, 063204700

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

- **Total Participants:** 4,346

- **Total Assets:** $369.4M

## 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|4,346|$369.4M|$6.5M|$15.0M|

| 2023|4,625|$331.7M|$6.3M|$14.4M|

| 2022|4,599|$284.8M|$6.0M|$13.9M|

## 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|

| CAPFINANCIAL PARTNERS|CONSULTANT|$30,885|—|$30,885|

| BAKER TILLY US, LLP|AUDITOR|$15,750|—|$15,750|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,635

- **Estimated Expense Ratio:** 0.013% 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|$81,073|$275|—|$15,750|—|

| 2023|$105,938|$222|—|$13,100|—|

| 2022|$102,549|—|—|—|—|

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