# New England Inpatient Specialists, LLC 401(k) Plan
Source: https://planprovider.pro/companies/new-england-inpatient-specialists-llc-401k-plan

> New England Inpatient Specialists, LLC's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New England Inpatient Specialists, LLC

- **Sponsor EIN:** 743154007

- **Sponsor Address:** 47 HIGH STREET, NORTH ANDOVER, MA, 01845

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

- **Total Participants:** 135

- **Total Assets:** $15.9M

## 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|135|$15.9M|$325,873|$888,350|

| 2023|135|$13.3M|$315,787|$860,563|

| 2022|148|$10.8M|$278,321|$855,109|

## 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|

| ZHANG FINANCIAL|NONE|$25,789|—|$25,789|

| THE VANGUARD GROUP, INC.|NONE|$13,103|—|$13,103|

| LUTZ, SELIG & ZERONDA CPAS, L.L.P|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,892

- **Estimated Expense Ratio:** 0.245% 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|$38,892|$25,789|$13,103|—|—|

| 2023|$32,246|$20,692|$11,554|—|—|

| 2022|$25,968|$15,922|$10,046|—|—|

## Similar Plans

- [Pediatrics West, P.C.](https://planprovider.pro/companies/pediatrics-west-p-c-401k-plan) — 138 participants

- [Lexington Eye Associates, INC.](https://planprovider.pro/companies/lexington-eye-associates-inc-plan-001) — 132 participants

- [Woburn Pediatric Associates](https://planprovider.pro/companies/woburn-pediatric-associates-401k-plan) — 127 participants

- [Hawthorn Medical Associates, LLC](https://planprovider.pro/companies/hawthorn-medical-associates-llc-401k-plan) — 145 participants

- [Greater Boston Urology, LLC](https://planprovider.pro/companies/greater-boston-urology-llc-401k-plan) — 149 participants

- [Boston Sports And Shoulder Center, LLC](https://planprovider.pro/companies/boston-sports-and-shoulder-center-llc-401k-plan) — 150 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-england-inpatient-specialists-llc-401k-plan)

© 2026 PlanProvider.Pro