Plan Snapshot
- Plan Sponsor: 4g Clinical, LLC
- Sponsor EIN: 352552554
- Sponsor Address: 370 WASHINGTON ST, WELLESLEY HILLS, MA, 02481
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $16.5M
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 | 234 | $16.5M | $755,243 | $1.8M |
| 2023 | 241 | $13.6M | $785,643 | $1.8M |
| 2022 | 255 | $9.5M | $870,730 | $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 |
|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | 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 | $59,860 | $24,999 | $29,111 | — | — |
| 2023 | $54,506 | $22,604 | $22,752 | — | — |
| 2022 | $37,539 | $18,745 | $14,594 | — | $4,200 |