# Medically Home Group INC 401(k) Plan
Source: https://planprovider.pro/companies/medically-home-group-inc-401k-plan

> Medically Home Group INC's 401(k) plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medically Home Group INC

- **Sponsor EIN:** 811022962

- **Sponsor Address:** 500 HARRISON AVE, BOSTON, MA, 02118

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

- **Total Participants:** 312

- **Total Assets:** $10.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|312|$10.3M|$7|$2.1M|

| 2023|332|$7.3M|$0|$2.7M|

| 2022|316|$4.2M|$7,627|$2.1M|

## 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|

| ADP, INC.|RECORD KEEPER|$44,600|—|$44,600|

| FML|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,600

- **Estimated Expense Ratio:** 0.433% 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|$44,601|—|—|—|—|

| 2023|$28,602|—|—|—|—|

| 2022|$14,696|—|—|—|—|

## Similar Plans

- [Apps Associates LLC](https://planprovider.pro/companies/apps-associates-llc-401k-plan) — 320 participants

- [Semrush, INC.](https://planprovider.pro/companies/semrush-inc-401k-plan) — 324 participants

- [Cambridge Mobile Telematics, INC.](https://planprovider.pro/companies/cambridge-mobile-telematics-inc-401k-plan) — 325 participants

- [The Swan Group, LLC](https://planprovider.pro/companies/the-swan-group-llc-401k-plan) — 335 participants

- [Tracelink, INC.](https://planprovider.pro/companies/tracelink-inc-401k-plan) — 349 participants

- [Arcadia Solutions, LLC](https://planprovider.pro/companies/arcadia-solutions-llc-401k-plan) — 359 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/medically-home-group-inc-401k-plan)

© 2026 PlanProvider.Pro