Plan Snapshot
- Plan Sponsor: A.R. Sandri, INC.
- Sponsor EIN: 042037552
- Sponsor Address: 400 CHAPMAN STREET, GREENFIELD, MA, 01301
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 330 | $8.6M | $159,807 | $452,813 |
| 2023 | 341 | $8.7M | $98,249 | $392,034 |
| 2022 | 311 | $8.5M | $189,676 | $418,792 |
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 | $30,863 | — | $30,863 |
| MEYERS BROTHERS KALICKA P.C. | AUDITOR | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,363
- Estimated Expense Ratio: 0.490% 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 | $42,363 | — | $30,863 | $11,500 | — |
| 2023 | $37,109 | $5,000 | $32,109 | — | — |
| 2022 | $40,829 | $8,500 | $31,504 | — | $825 |