# Guild Of St. Agnes Of Worcester, INC 401(k) Plan
Source: https://planprovider.pro/companies/the-guild-of-saint-agnes-of-wo-401k-plan

> Guild Of St. Agnes Of Worcester, INC's 401(k) plan: 304 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Guild Of St. Agnes Of Worcester, INC

- **Sponsor EIN:** 042104267

- **Sponsor Address:** 19 HARVARD STREET, WORCESTER, MA, 01609

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

- **Total Participants:** 304

- **Total Assets:** $10.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|304|$10.5M|$918,389|$511,640|

| 2023|288|$9.0M|$867,491|$488,911|

| 2022|291|$7.9M|$726,992|$467,871|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$33,275|—|$33,275|

| FIRST NATIONAL CORPORATION|ADVISORY|$23,116|—|$23,116|

| O'CONNOR, MALONEY & CO.P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FIRST NATIONAL CORPORATION](https://planprovider.pro/provider/first-national-corporation) — ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,391

- **Estimated Expense Ratio:** 0.539% 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|$56,391|$23,116|—|—|—|

| 2023|$28,300|$9,901|—|—|—|

| 2022|$1,710|—|—|—|—|

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