# Point32health 401(k) Plan
Source: https://planprovider.pro/companies/point32health-401k-plan-001

> Point32health's 401(k) plan: 4,237 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Point32health

- **Sponsor EIN:** 042985923

- **Sponsor Address:** 705 MOUNT AUBURN STREET, WATERTOWN, MA, 02472

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

- **Total Participants:** 4,237

- **Total Assets:** $1.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|4,237|$1.3B|$31.3M|$46.8M|

| 2023|4,455|$1.2B|$31.3M|$46.7M|

| 2022|4,349|$990.6M|$25.2M|$43.5M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$444,607|—|$444,607|

| CAPTRUST|INVESTMENT ADVISOR|$76,708|—|$76,708|

| ERNST & YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CAPTRUST](https://planprovider.pro/provider/captrust) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $521,315

- **Estimated Expense Ratio:** 0.039% 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|$521,615|$444,607|$300|—|—|

| 2023|$417,891|$329,091|$1,800|—|—|

| 2022|-$1,024,079|$369,304|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/point32health-401k-plan-001)

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