# Milford Regional Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/milford-regional-medical-center-403b-plan

> Milford Regional Medical Center's 403(b) plan: 2,427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milford Regional Medical Center

- **Sponsor EIN:** 042103602

- **Sponsor Address:** 14 PROSPECT STREET, MILFORD, MA, 01757

- **Plan Type:** 403(b)

- **Total Participants:** 2,427

- **Total Assets:** $255.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|2,427|$255.6M|$4.1M|$13.5M|

| 2023|2,439|$233.5M|$3.8M|$12.8M|

| 2022|2,385|$203.8M|$2.7M|$11.5M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$157,113|—|$157,113|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT ADVISOR|$56,250|—|$56,250|

| CARON & BLETZER, PLLC|AUDITOR|$21,500|—|$21,500|

| WELLTH ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|$18,750|—|$18,750|

| FIDUCIENT INVESTMENT ADVISORS|INVESTMENT ADVISOR|$8,750|—|$8,750|

| PARKER, BROWN, MACAULAY & SHEERIN,|LEGAL|$7,358|—|$7,358|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [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:** $269,721

- **Estimated Expense Ratio:** 0.106% 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|$270,077|—|—|$21,500|—|

| 2023|$110,816|$57,612|—|$18,800|—|

| 2022|$397,273|$52,000|—|—|$55,318|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/milford-regional-medical-center-403b-plan)

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