# Medicus Management Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/medicus-management-services-llc-401k-plan-001-8794

> Medicus Management Services, LLC's 401(k) plan: 358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medicus Management Services, LLC

- **Sponsor EIN:** 261598794

- **Sponsor Address:** 22 ROULSTON ROAD, WINDHAM, NH, 03087

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

- **Total Participants:** 358

- **Total Assets:** $26.5M

## 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|358|$26.5M|$1.3M|$2.4M|

| 2023|295|$21.1M|$1.0M|$1.9M|

| 2022|256|$16.7M|$815,037|$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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

## 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|$119,462|—|—|—|—|

| 2023|$109,626|$69,886|—|—|—|

| 2022|$104,478|—|—|—|—|

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