Plan Snapshot
- Plan Sponsor: A.W. Chesterton Company
- Sponsor EIN: 041173400
- Sponsor Address: 860 SALEM STREET, GROVELAND, MA, 01834
- Plan Type: 401(k)
- Total Participants: 663
- Total Assets: $139.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 663 | $139.9M | $1.4M | $4.9M |
| 2023 | 575 | $126.1M | $1.4M | $4.6M |
| 2022 | 574 | $114.1M | $1.3M | $4.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $24,250 | — | $24,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,250
- Estimated Expense Ratio: 0.017% 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 | $102,620 | $99,357 | $300 | $24,250 | — |
| 2023 | $110,773 | $96,438 | — | $11,250 | — |
| 2022 | $102,764 | $56,145 | — | — | — |