# Point32health 401(k) Plan
Source: https://planprovider.pro/companies/point32health-401k-plan-002

> Point32health's 401(k) plan: 1,008 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:** 042734278

- **Sponsor Address:** P.O. BOX 5199, WESTBOROUGH, MA, 01581

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

- **Total Participants:** 1,008

- **Total Assets:** $61.3M

## 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|1,008|$61.3M|$2.4M|$5.3M|

| 2023|831|$51.7M|$2.0M|$4.4M|

| 2022|713|$39.9M|$1.7M|$3.8M|

## 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|

| ERNEST & YOUNG LLP|INVESTMENT ADVISOR|$27,300|—|$27,300|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,884|—|$5,884|

| ERNST & YOUNG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ERNEST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — INVESTMENT ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,184

- **Estimated Expense Ratio:** 0.054% 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|-$49,486|$5,884|$300|—|—|

| 2023|-$61,230|$30,835|—|—|—|

| 2022|-$27,723|$164|—|—|-$26,000|

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