# Middleton Family Medicine Urgent Care, LLC 401(k) Plan
Source: https://planprovider.pro/companies/middleton-family-medicine-urgent-care-llc-401k-plan

> Middleton Family Medicine Urgent Care, LLC's 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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