# Umass Memorial Health 401(k) Plan
Source: https://planprovider.pro/companies/umass-memorial-health-care-401k-plan

> Umass Memorial Health's 401(k) plan: 838 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Umass Memorial Health

- **Sponsor EIN:** 042626179

- **Sponsor Address:** 72 JAQUES AVENUE, WORCESTER, MA, 01610

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

- **Total Participants:** 838

- **Total Assets:** $23.2M

## 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|838|$23.2M|$553,464|$1.3M|

| 2023|745|$22.2M|$534,394|$1.0M|

| 2022|885|$19.7M|$516,815|$1.1M|

## 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|$35,541|—|$35,541|

| COHNREZNICK LLP|ACCOUNTANT/AUDITOR|$21,485|—|$21,485|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,026

- **Estimated Expense Ratio:** 0.246% 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|$61,538|$4,512|—|$21,485|—|

| 2023|$36,715|$373|—|—|—|

| 2022|$45,139|—|—|—|—|

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