Plan Snapshot
- Plan Sponsor: Quincy Mutual Fire Insurance Co.
- Sponsor EIN: 041752900
- Sponsor Address: 57 WASHINGTON STREET, QUINCY, MA, 021699155
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $96.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 227 | $96.3M | $1.8M | $2.0M |
| 2023 | 236 | $85.6M | $1.6M | $1.8M |
| 2022 | 218 | $74.0M | $1.6M | $1.7M |
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 |
|---|---|---|---|---|
| POZERSKI HATCH & COMPANY, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,624 | — | — | — | — |
| 2023 | $3,839 | — | — | — | — |
| 2022 | $3,225 | — | — | — | — |