Plan Snapshot
- Plan Sponsor: Umass Memorial Healthalliance-Clinton Hospital, INC
- Sponsor EIN: 042103555
- Sponsor Address: 60 HOSPITAL ROAD, LEOMINSTER, MA, 01453
- Plan Type: 401(k)
- Total Participants: 1,555
- Total Assets: $116.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,555 | $116.7M | $1.3M | $4.4M |
| 2023 | 1,402 | $111.0M | $1.3M | $4.3M |
| 2022 | 1,438 | $102.0M | $1.3M | $4.0M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $69,584 | — | $69,584 |
| COHNREZNICK LLP | Auditor | $68,984 | — | $68,984 |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $5,368 | — | $5,368 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,936
- Estimated Expense Ratio: 0.123% 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 | $78,134 | — | — | $68,984 | — |
| 2023 | $95,031 | $2,847 | — | $19,635 | — |
| 2022 | $106,446 | $5,163 | — | — | $24,838 |