# Massachusetts Society For The Prevention Of Cruelty To Animals 403(b) Plan
Source: https://planprovider.pro/companies/massachusetts-society-for-the-prevention-of-cruelty-to-animals-403b-plan

> Massachusetts Society For The Prevention Of Cruelty To Animals's 403(b) plan: 840 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Massachusetts Society For The Prevention Of Cruelty To Animals

- **Sponsor EIN:** 042103597

- **Sponsor Address:** 350 S HUNTINGTON AVENUE, BOSTON, MA, 021304803

- **Plan Type:** 403(b)

- **Total Participants:** 840

- **Total Assets:** $87.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|840|$87.5M|$2.6M|$4.1M|

| 2023|799|$74.2M|$2.4M|$3.7M|

| 2022|716|$57.9M|$2.1M|$3.2M|

## 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|

| PRINCIPAL LIFE INSURANCE CO|CONTRACT ADMINISTRATOR|$87,809|—|$87,809|

| THE ANGELL PENSION GROUP, INC.|OTHER SERVICES|—|$24,891|$24,891|

| GALLAGHER FIDUCIARY|INVESTMENT ADVISORY|$22,500|—|$22,500|

| CARON & BLETZER, PLLC|ACCOUNTANT|$14,800|—|$14,800|

| FIDELITY INVEST INSTIT OPER CO LLC|RECORDKEEPER|$6,073|—|$6,073|

### Verified Provider Profiles

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

- [GALLAGHER FIDUCIARY](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISORY

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — ACCOUNTANT

- [FIDELITY INVEST INSTIT OPER CO LLC](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $156,073

- **Estimated Expense Ratio:** 0.178% 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|$131,542|—|$111,806|—|—|

| 2023|$121,526|—|$67,537|—|—|

| 2022|$77,052|$39,639|$13,434|—|—|

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