# Risk Management Foundation Of The Harvard Medical Institutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/risk-management-foundation-of-the-harvard-medical-institutions-inc-401k-plan

> Risk Management Foundation Of The Harvard Medical Institutions, INC.'s 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Risk Management Foundation Of The Harvard Medical Institutions, INC.

- **Sponsor EIN:** 042667811

- **Sponsor Address:** 1325 BOYLSTON STREET, BOSTON, MA, 02215

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

- **Total Participants:** 174

- **Total Assets:** $83.9M

## 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|174|$83.9M|$2.1M|$2.2M|

| 2023|171|$74.1M|$2.0M|$2.2M|

| 2022|173|$64.0M|$2.0M|$2.1M|

## 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|

| GRAY, GRAY & GRAY|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|$4,056|—|—|—|—|

| 2023|$26,868|—|—|—|—|

| 2022|$67,997|—|—|—|$64,417|

## Similar Plans

- [Davies Life & Health, INC.](https://planprovider.pro/companies/davies-life-health-inc-401k-plan) — 177 participants

- [Associated Insurance Management, LLC](https://planprovider.pro/companies/associated-insurance-management-llc-401k-plan) — 165 participants

- [Ametros Financial Corporation](https://planprovider.pro/companies/ametros-financial-corporation-401k-plan) — 161 participants

- [Xs Brokers](https://planprovider.pro/companies/xs-brokers-401k-plan) — 203 participants

- [Xceedance, INC.](https://planprovider.pro/companies/xceedance-inc-401k-plan) — 216 participants

- [Carroll Enterprises, INC](https://planprovider.pro/companies/carroll-enterprises-inc-401k-plan) — 103 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/risk-management-foundation-of-the-harvard-medical-institutions-inc-401k-plan)

© 2026 PlanProvider.Pro