# Umass Memorial Shields Pharmacy LLC 401(k) Plan
Source: https://planprovider.pro/companies/umass-memorial-shields-pharmacy-llc-401k-plan

> Umass Memorial Shields Pharmacy LLC's 401(k) plan: 2,566 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 Shields Pharmacy LLC

- **Sponsor EIN:** 453841517

- **Sponsor Address:** 100 TECHNOLOGY CENTER DR., STOUGHTON, MA, 02072

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

- **Total Participants:** 2,566

- **Total Assets:** $88.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,566|$88.2M|$5.6M|$13.6M|

| 2023|2,057|$62.4M|$4.8M|$11.5M|

| 2022|1,845|$40.6M|$4.2M|$9.6M|

## 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|

| LEONARD, MULHERIN & GREENE, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$218,576|—|$171,556|—|—|

| 2023|$170,651|—|$131,257|—|—|

| 2022|$127,218|$127,218|—|—|—|

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