# Mid-State Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mid-state-management-inc-401k-plan

> Mid-State Management, INC.'s 401(k) plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mid-State Management, INC.

- **Sponsor EIN:** 043139858

- **Sponsor Address:** P.O. BOX 388, BURLINGTON, MA, 01803

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

- **Total Participants:** 340

- **Total Assets:** $16.2M

## 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|340|$16.2M|$21,907|$1.1M|

| 2023|383|$17.9M|$19,192|$1.1M|

| 2022|365|$16.2M|$14,305|$1.0M|

## 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|$30,671|—|—|—|—|

| 2023|$57,332|—|—|—|—|

| 2022|$52,970|—|—|—|—|

## Similar Plans

- [J.P. Noonan Transportation, INC.](https://planprovider.pro/companies/j-p-noonan-transportation-inc-401k-plan) — 381 participants

- [Roberts Energy, LLC](https://planprovider.pro/companies/roberts-energy-llc-401k-plan) — 407 participants

- [Cape Cod Express, LLC](https://planprovider.pro/companies/cape-cod-express-llc-401k-plan) — 197 participants

- [Ama Transportation Co., INC.](https://planprovider.pro/companies/ama-transportation-co-inc-401k-plan) — 147 participants

- [Xpress Natural Gas, LLC](https://planprovider.pro/companies/xpress-natural-gas-llc-401k-plan) — 132 participants

- [Aspen Transportation Svc., INC.](https://planprovider.pro/companies/aspen-transportation-svc-inc-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mid-state-management-inc-401k-plan)

© 2026 PlanProvider.Pro