Plan Snapshot
- Plan Sponsor: Adam Boyle
- Sponsor EIN: 200557453
- Sponsor Address: 6 FOREST ST, UPTON, MA, 015681110
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $461,407
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $461,407 | $0 | $0 |
| 2023 | 1,835 | $440,840 | $0 | $0 |
| 2022 | 1,835 | $415,992 | $0 | $0 |
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 |
|---|---|---|---|---|
| ANSTISS & CO., PC | 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 | $7,950 | — | — | — | — |
| 2023 | $7,462 | — | — | — | — |
| 2022 | $6,622 | — | — | — | $6,622 |