# Marlborough Hospital 403(b) Plan
Source: https://planprovider.pro/companies/marlborough-hospital-403b-plan

> Marlborough Hospital's 403(b) plan: 696 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marlborough Hospital

- **Sponsor EIN:** 042104693

- **Sponsor Address:** 157 UNION STREET, MARLBOROUGH, MA, 01752

- **Plan Type:** 403(b)

- **Total Participants:** 696

- **Total Assets:** $51.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|696|$51.9M|$769,477|$2.9M|

| 2023|724|$48.1M|$703,295|$2.6M|

| 2022|720|$41.0M|$669,803|$2.4M|

## 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 INSTITUTIONAL|RECORDKEEPER|$23,111|—|$23,111|

| COHNREZNICK LLP|AUDITOR|$4,700|—|$4,700|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,811

- **Estimated Expense Ratio:** 0.054% 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|$34,458|$6,647|—|$4,700|—|

| 2023|$48,137|$4,427|—|$20,500|—|

| 2022|$55,096|$2,302|—|—|$23,783|

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