Plan Snapshot
- Plan Sponsor: Massachusetts Teachers Association
- Sponsor EIN: 041591200
- Sponsor Address: 2 HERITAGE DRIVE, 8TH FLOOR, QUINCY, MA, 02171
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 172 | $20.6M | $0 | $1.6M |
| 2023 | 157 | $18.5M | $0 | $1.5M |
| 2022 | 154 | $15.4M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $9,289 | $6,039 | — | — | — |
| 2023 | $7,535 | $5,216 | — | — | — |
| 2022 | $14,108 | $3,992 | — | — | — |