Plan Snapshot
- Plan Sponsor: Masonic Health System Of Massachusetts, INC.
- Sponsor EIN: 043515688
- Sponsor Address: 88 MASONIC HOME ROAD, CHARLTON, MA, 015071394
- Plan Type: 401(k)
- Total Participants: 533
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 533 | $19.8M | $249,118 | $1.2M |
| 2023 | 545 | $17.8M | $230,895 | $1.1M |
| 2022 | 518 | $16.1M | $251,906 | $1.2M |
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 |
|---|---|---|---|---|
| MATTHEW J BERNIER CPA LLC | 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 | $61,033 | — | $61,033 | — | — |
| 2023 | $59,677 | — | $59,677 | — | — |
| 2022 | $70,504 | — | $70,504 | — | — |