# Lowell General Hospital DC Plan
Source: https://planprovider.pro/companies/lowell-general-hospital-plan-004

> Lowell General Hospital's DC plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — INVEST ADVISORY

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|

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