Plan Snapshot
- Plan Sponsor: Winchester Hospital
- Sponsor EIN: 043262963
- Sponsor Address: 41 HIGHLAND AVENUE, WINCHESTER, MA, 018901900
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $0 | $1.0M | $2.6M |
| 2023 | 312 | $52.1M | $1.1M | $2.3M |
| 2022 | 304 | $45.7M | $970,601 | $2.0M |
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 |
|---|---|---|---|---|
| BDO | ACCOUNTANT/AUDITOR | $50,932 | — | $50,932 |
| WILLIS TOWERS WATSON | CONSULTANT | $21,122 | — | $21,122 |
| BILH SYSTEM SERVICES | CONSULTANT | $15,468 | — | $15,468 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO — ACCOUNTANT/AUDITOR
- WILLIS TOWERS WATSON — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,522
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 | $49,062 | $4,483 | — | $14,200 | — |
| 2023 | $49,459 | $3,369 | — | $25,466 | — |
| 2022 | $49,278 | $886 | — | — | — |