Plan Snapshot
- Plan Sponsor: Aha Consulting Engineers, INC.
- Sponsor EIN: 043130168
- Sponsor Address: 77 S BEDFORD ST, STE 140, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $42.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 112 | $42.6M | $346,103 | $1.3M |
| 2023 | 108 | $34.7M | $311,290 | $1.3M |
| 2022 | 132 | $29.7M | $366,978 | $1.4M |
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 |
|---|---|---|---|---|
| CLARKE, SNOW & RILEY, LLP | 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 | $4,638 | $22,417 | — | — | — |
| 2023 | $738 | $16,617 | — | — | — |
| 2022 | $228 | $11,756 | — | — | — |