# Providence Mutual Fire Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/providence-mutual-fire-insurance-company-401k-plan

> Providence Mutual Fire Insurance Company's 401(k) plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Providence Mutual Fire Insurance Company

- **Sponsor EIN:** 050204000

- **Sponsor Address:** 340 EAST AVENUE, WARWICK, RI, 02886

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

- **Total Participants:** 85

- **Total Assets:** $25.1M

## 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|85|$25.1M|$603,583|$940,975|

| 2023|90|$26.5M|$724,243|$967,549|

| 2022|90|$24.7M|$655,106|$897,260|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$67,995|—|$67,995|

| ADP INC.|RECORDKEEPER|$15,060|—|$15,060|

| DISANTO PRIEST & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [ADP INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORDKEEPER

- [DISANTO PRIEST & CO.](https://planprovider.pro/provider/disanto-priest-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,055

- **Estimated Expense Ratio:** 0.331% 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|$83,054|$67,994|—|—|—|

| 2023|$98,011|$65,426|—|—|—|

| 2022|$83,404|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/providence-mutual-fire-insurance-company-401k-plan)

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