Plan Snapshot
- Plan Sponsor: Amb & Rg Enterprises, LLC
- Sponsor EIN: 522239317
- Sponsor Address: 526 RIVERDALE STREET, WEST SPRINGFIELD, MA, 01089
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $13.7M
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. |
|---|---|---|---|---|
| 2025 | 266 | $13.7M | $0 | $0 |
| 2024 | 209 | $12.7M | $77,236 | $516,213 |
| 2023 | 256 | $12.8M | $87,595 | $558,952 |
| 2022 | 240 | $10.9M | $98,354 | $672,315 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 |
|---|---|---|---|---|---|
| 2025 | $8,836 | — | $526 | — | — |
| 2024 | $14,592 | — | $526 | — | — |
| 2023 | $11,066 | — | $580 | — | — |
| 2022 | $5,569 | — | $694 | — | — |