# A.I.S., INC. DC Plan
Source: https://planprovider.pro/companies/a-i-s-inc-plan-001

> A.I.S., INC.'s DC plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK|RECORDKEEPER|$19,068|—|$19,068|

| MERRILL LYNCH|BROKER/DEALER|$13,953|—|$13,953|

| DISANTO PRIEST & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — BROKER/DEALER

- [DISANTO PRIEST & CO.](https://planprovider.pro/provider/disanto-priest-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,021

- **Estimated Expense Ratio:** 0.624% of plan assets

### 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|—|—|

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