# A.D. Makepeace Company 401(k) Plan
Source: https://planprovider.pro/companies/a-d-makepeace-company-401k-plan

> A.D. Makepeace Company's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A.D. Makepeace Company

- **Sponsor EIN:** 041573900

- **Sponsor Address:** 158 TIHONET RD., WAREHAM, MA, 02571

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

- **Total Participants:** 111

- **Total Assets:** $12.9M

## 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|111|$12.9M|$439,512|$807,995|

| 2023|119|$13.6M|$424,874|$745,428|

| 2022|114|$11.3M|$373,666|$650,397|

## 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|

| AAFCPAS, INC.|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|$36,650|$26,372|—|—|—|

| 2023|$34,130|$24,244|—|—|—|

| 2022|$32,820|—|—|—|—|

## Similar Plans

- [Flatley Management Company LLC](https://planprovider.pro/companies/flatley-management-company-llc-401k-plan) — 25 participants

- [American Tower Corporation](https://planprovider.pro/companies/american-tower-corporation-401k-plan) — 2,436 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/a-d-makepeace-company-401k-plan)

© 2026 PlanProvider.Pro