# Middlesex Savings Bank 401(k) Plan
Source: https://planprovider.pro/companies/middlesex-savings-bank-401k-plan

> Middlesex Savings Bank's 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Middlesex Savings Bank

- **Sponsor EIN:** 270402195

- **Sponsor Address:** 6 MAIN STREET, NATICK, MA, 01760

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

- **Total Participants:** 513

- **Total Assets:** $103.7M

## 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|513|$103.7M|$1.2M|$4.2M|

| 2023|503|$93.5M|$1.2M|$4.2M|

| 2022|486|$81.5M|$1.1M|$3.8M|

## 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|

| JOHNSON OCONNOR FERON & CARUCCI LLP|Auditor|—|—|$0|

## 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|$1,930|—|$1,930|—|—|

| 2023|$1,920|—|$1,920|—|—|

| 2022|$2,120|—|$2,120|—|—|

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