# Sturdy Memorial Hospital INC DB Plan
Source: https://planprovider.pro/companies/sturdy-memorial-hospital-inc-plan-001

> Sturdy Memorial Hospital INC's DB plan: 1,474 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:** 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|NONE|$228,664|—|$228,664|

| INCOME RESEARCH AND MANAGEMENT INVE|NONE|$203,648|—|$203,648|

| DODGE & COX STOCK I|NONE|—|$174,634|$174,634|

| PRIME BUCHHOLZ|NONE|$159,392|—|$159,392|

| BANK OF AMERICA FEES|NONE|$94,604|—|$94,604|

| JHANCOCK DIVERSIFIED MACRO R6|NONE|—|$92,054|$92,054|

| UBS REALTY INVESTORS LLC|NONE|$29,119|—|$29,119|

| VANGUARD TOTAL STOCK MARKET IDX I|NONE|—|$28,480|$28,480|

| VANGUARD TOTAL INTL STOCK INDEX I|NONE|—|$21,968|$21,968|

| LAZARD GLOBAL LISTED INFRASTRUCTURE|NONE|—|$7,100|$7,100|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VANGUARD TOTAL STOCK MARKET IDX I](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [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:** $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|

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