Plan Snapshot
- Plan Sponsor: Massachusetts Mutual Life Insurance Company
- Sponsor EIN: 041590850
- Sponsor Address: 1295 STATE STREET, F105, SPRINGFIELD, MA, 011110001
- Plan Type: DC
- Total Participants: 324
- Total Assets: $145.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 324 | $145.1M | $0 | $0 |
| 2023 | 351 | $143.9M | $0 | $0 |
| 2022 | 375 | $144.4M | $0 | $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 |
|---|---|---|---|---|
| FID INV INST OPS | RECORDKEEPER | $10,233 | — | $10,233 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS — RECORDKEEPER
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,233
- Estimated Expense Ratio: 0.007% 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 | $10,233 | — | — | — | — |
| 2023 | $13,758 | — | $600 | — | — |
| 2022 | $24,616 | — | — | — | — |