Plan Snapshot
- Plan Sponsor: Sturdy Memorial Hospital INC
- Sponsor EIN: 042768252
- Sponsor Address: 211 PARK STREET, ATTLEBORO, MA, 02703
- Plan Type: DB
- Total Participants: 1,474
- Total Assets: $410.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,474 | $410.0M | $0 | $0 |
| 2023 | 1,406 | $387.3M | $0 | $0 |
| 2022 | 1,401 | $349.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER | Other Service Provider | $228,664 | — | $228,664 |
| INCOME RESEARCH AND MANAGEMENT INVE | Other Service Provider | $203,648 | — | $203,648 |
| DODGE & COX STOCK I | Other Service Provider | — | $174,634 | $174,634 |
| PRIME BUCHHOLZ | Other Service Provider | $159,392 | — | $159,392 |
| BANK OF AMERICA FEES | Other Service Provider | $94,604 | — | $94,604 |
| JHANCOCK DIVERSIFIED MACRO R6 | Other Service Provider | — | $92,054 | $92,054 |
| UBS REALTY INVESTORS LLC | Other Service Provider | $29,119 | — | $29,119 |
| VANGUARD TOTAL STOCK MARKET IDX I | Recordkeeper | — | $28,480 | $28,480 |
| VANGUARD TOTAL INTL STOCK INDEX I | Other Service Provider | — | $21,968 | $21,968 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE | Other Service Provider | — | $7,100 | $7,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD TOTAL STOCK MARKET IDX I — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,039,663
- Estimated Expense Ratio: 0.254% 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 | $1,263,500 | $392,160 | — | — | — |
| 2023 | $1,053,585 | $1,056,438 | — | — | — |
| 2022 | $466,068 | — | — | — | $466,068 |