# Umass Memorial Healthalliance-Clinton Hospital, INC 401(k) Plan
Source: https://planprovider.pro/companies/umass-memorial-healthalliance-clinton-hospital-inc-401k-plan

> Umass Memorial Healthalliance-Clinton Hospital, INC's 401(k) plan: 1,555 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 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](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:** $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|

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