# Spectrum Health Systems, INC. DC Plan
Source: https://planprovider.pro/companies/spectrum-health-systems-inc-plan-002

> Spectrum Health Systems, INC.'s DC plan: 1,174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spectrum Health Systems, INC.

- **Sponsor EIN:** 042478978

- **Sponsor Address:** 149 OAK STREET, WESTBOROUGH, MA, 01581

- **Plan Type:** DC

- **Total Participants:** 1,174

- **Total Assets:** $23.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,174|$23.6M|$1.8M|$2.6M|

| 2023|1,177|$18.6M|$975,634|$2.0M|

| 2022|927|$14.8M|$848,132|$1.8M|

## 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|

| MUTUAL OF AMERICA INVESTMENT CORP|INSURANCE CARRIER|$19,271|—|$19,271|

| BOLLUS LYNCH, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,271

- **Estimated Expense Ratio:** 0.082% 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|$14,273|—|—|—|—|

| 2023|$6,596|—|—|—|—|

| 2022|$2,979|—|—|—|—|

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