# Sturdy Memorial Hospital, INC. 403(b) Plan
Source: https://planprovider.pro/companies/sturdy-memorial-hospital-inc-042768252-002

> Sturdy Memorial Hospital, INC.'s 403(b) plan: 2,160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sturdy Memorial Hospital, INC.

- **Sponsor EIN:** 042768252

- **Sponsor Address:** P.O. BOX 2963, ATTLEBORO, MA, 02703

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 2,160

- **Total Assets:** $218.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,160|$218.0M|$1.2M|$10.6M|

| 2023|2,064|$191.2M|$1.1M|$9.7M|

| 2022|2,087|$165.3M|$1.0M|$9.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$97,117|—|$97,117|

| FINANCIAL ENGINES|Investment Advisor|$91,353|—|$91,353|

| PRIME BUCHHOLZ|Investment Advisor|$31,986|—|$31,986|

| CARON & BLETZER, PLLC|Auditor|$11,800|—|$11,800|

| SEGAL MARCO|Investment Advisor|$5,833|—|$5,833|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $238,089

- **Estimated Expense Ratio:** 0.109% 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|$245,291|$116,235|—|—|—|

| 2023|$103,910|$138,251|—|—|—|

| 2022|$207,394|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sturdy-memorial-hospital-inc-042768252-002)

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