# Massachusetts Financial Services Company DC Plan
Source: https://planprovider.pro/companies/massachusetts-financial-services-company-plan-002

> Massachusetts Financial Services Company's DC plan: 1,717 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Massachusetts Financial Services Company

- **Sponsor EIN:** 042747644

- **Sponsor Address:** 111 HUNTINGTON AVE., BOSTON, MA, 021997610

- **Plan Type:** DC

- **Total Participants:** 1,717

- **Total Assets:** $935.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,717|$935.6M|$26.9M|$0|

| 2023|1,723|$838.8M|$29.4M|$0|

| 2022|1,683|$732.2M|$27.1M|$0|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$5,276|—|$5,276|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,276

- **Estimated Expense Ratio:** 0.001% 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|$5,276|—|—|—|—|

| 2023|$4,071|—|—|—|—|

| 2022|$2,804|—|—|—|—|

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