Plan Snapshot
- Plan Sponsor: Ahead, LLC
- Sponsor EIN: 452433808
- Sponsor Address: 270 SAMUEL BARNET BLVD, NEW BEDFORD, MA, 02745
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $8.3M
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 | 192 | $8.3M | $184,980 | $797,487 |
| 2023 | 195 | $8.2M | $165,873 | $755,590 |
| 2022 | 211 | $6.4M | $177,827 | $672,261 |
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 | — | — | $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 | $62,715 | $35,798 | — | — | — |
| 2023 | $53,856 | $28,016 | — | — | — |
| 2022 | $54,394 | — | — | — | — |