# Massachusetts Teachers Association 401(k) Plan
Source: https://planprovider.pro/companies/massachusetts-teachers-association-plan-002

> Massachusetts Teachers Association's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,040|—|$6,040|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,040

- **Estimated Expense Ratio:** 0.029% 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|$9,289|$6,039|—|—|—|

| 2023|$7,535|$5,216|—|—|—|

| 2022|$14,108|$3,992|—|—|—|

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