Plan Snapshot
- Plan Sponsor: Middleton Family Medicine Urgent Care, LLC
- Sponsor EIN: 471566157
- Sponsor Address: 147 S MAIN STREET, MIDDLETON, MA, 01949
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $9.9M
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 | 174 | $9.9M | $549,167 | $794,404 |
| 2023 | 156 | $8.4M | $549,978 | $683,744 |
| 2022 | 126 | $6.2M | $283,406 | $524,494 |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | INVESTMENT ADVISOR | $22,230 | — | $22,230 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $14,301 | — | $14,301 |
| JOHNSON O'CONNOR FERON & CARUCCI | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,531
- Estimated Expense Ratio: 0.368% 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 | $45,436 | — | $45,436 | — | — |
| 2023 | $32,874 | — | $32,874 | — | — |
| 2022 | — | — | — | — | — |