Plan Snapshot
- Plan Sponsor: A.I.S., INC.
- Sponsor EIN: 043234397
- Sponsor Address: 540 HAWTHORN STREET, NORTH DARTMOUTH, MA, 02747
- Plan Type: DC
- Total Participants: 201
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 201 | $5.3M | $200,314 | $464,329 |
| 2023 | 359 | $4.6M | $0 | $395,776 |
| 2022 | 289 | $3.9M | $6,305 | $394,870 |
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 |
|---|---|---|---|---|
| DISANTO PRIEST & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DISANTO PRIEST & CO. — Auditor
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 | $33,021 | $13,953 | $19,068 | — | — |
| 2023 | $18,791 | $3,120 | $15,671 | — | — |
| 2022 | $1,808 | — | $1,808 | — | — |