# Medical Professional Mutual Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/medical-professional-mutual-insurance-company-401k-plan

> Medical Professional Mutual Insurance Company's 401(k) plan: 514 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medical Professional Mutual Insurance Company

- **Sponsor EIN:** 042595783

- **Sponsor Address:** ONE FINANCIAL CENTER, BOSTON, MA, 02111

- **Plan Type:** 401(k)

- **Total Participants:** 514

- **Total Assets:** $186.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|514|$186.5M|$4.1M|$7.3M|

| 2023|575|$179.5M|$6.0M|$7.1M|

| 2022|559|$149.5M|$4.0M|$6.5M|

## 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|

| CAPFINANCIAL PARTNERS LLC|ADVISOR|$143,920|—|$143,920|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$72,380|—|$72,380|

| STRATEGIC ADVISORS, INC.|ADVISOR|$33,678|—|$33,678|

| PLANTE & MORAN, PLLC|ACCOUNTANT/AUDITOR|$24,000|—|$24,000|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $273,978

- **Estimated Expense Ratio:** 0.147% 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|$273,979|$177,599|—|$24,000|—|

| 2023|$261,899|$164,875|—|$20,700|—|

| 2022|$259,589|$34,510|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/medical-professional-mutual-insurance-company-401k-plan)

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