Plan Snapshot
- Plan Sponsor: Lowell General Hospital
- Sponsor EIN: 042103590
- Sponsor Address: 295 VARNUM AVENUE, LOWELL, MA, 018542134
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $3.2M | $12.4M |
| 2022 | 3,893 | $206.6M | $3.7M | $15.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP CO | RECORDKEEPER | $169,386 | — | $169,386 |
| SAGEVIEW ADVISORY GROUP | INVEST ADVISORY | $32,250 | — | $32,250 |
| MAYER HOFFMANN MCCANN PC | Auditor | $24,872 | — | $24,872 |
| CARON & BLETZER, PLLC | AUDITOR | $12,142 | — | $12,142 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST OP CO — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP — INVEST ADVISORY
- CARON & BLETZER, PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,650
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 |
|---|---|---|---|---|---|
| 2023 | $166,966 | — | — | $24,872 | — |
| 2022 | $218,869 | $32,250 | — | — | $16,158 |