# Massachusetts Financial Sevices Company DC Plan
Source: https://planprovider.pro/companies/massachusetts-financial-sevices-company-plan

> Massachusetts Financial Sevices Company's DC plan: 1,691 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 Sevices Company

- **Sponsor EIN:** 042747644

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

- **Plan Type:** DC

- **Total Participants:** 1,691

- **Total Assets:** $574.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,691|$574.7M|$0|$23.1M|

| 2023|1,711|$510.0M|$0|$22.2M|

| 2022|1,664|$441.9M|$0|$20.5M|

## 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|$10,925|—|$10,925|

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

### Verified Provider Profiles

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

- [DEOITTE & 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:** $10,925

- **Estimated Expense Ratio:** 0.002% 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|$9,562|—|—|—|—|

| 2023|$8,214|—|—|—|—|

| 2022|$6,930|—|—|—|—|

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