Plan Snapshot
- Plan Sponsor: Adcole LLC
- Sponsor EIN: 042224182
- Sponsor Address: 669 FOREST ST, MARLBOROUGH, MA, 01752
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $16.0M
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 | 51 | $16.0M | $2,079 | $443,039 |
| 2023 | 44 | $14.6M | $0 | $416,721 |
| 2022 | 46 | $16.2M | $0 | $423,194 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $1,592,585 | — | $5,612 | — | — |
| 2023 | $6,463 | $5,669 | — | — | — |
| 2022 | $4,960 | $4,045 | — | — | — |