# Mary Ann Morse Healthcare Corp. 401(k) Plan
Source: https://planprovider.pro/companies/mary-ann-morse-healthcare-corp-401k-plan

> Mary Ann Morse Healthcare Corp.'s 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mary Ann Morse Healthcare Corp.

- **Sponsor EIN:** 223064323

- **Sponsor Address:** 45 UNION STREET, NATICK, MA, 01760

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

- **Total Participants:** 230

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|230|$6.4M|$106,376|$651,351|

| 2023|260|$5.6M|$98,449|$574,651|

| 2022|256|$4.4M|$73,343|$460,641|

## 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|

| AAFCPAS, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$8,296|$2,496|$4,700|—|—|

| 2023|$4,122|—|$3,147|—|—|

| 2022|$12,070|—|—|—|$12,070|

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