Plan Snapshot
- Plan Sponsor: Apothecary By Design Acquisition Co., LLC
- Sponsor EIN: 473883928
- Sponsor Address: 335 BEAR HILL RD, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $311,529 | $710,901 |
| 2023 | 170 | $9.3M | $450,473 | $976,253 |
| 2022 | 150 | $6.7M | $420,426 | $853,035 |
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 |
|---|---|---|---|---|
| JESSON, OSLIN & ASSOCIATES, LLP | Auditor | $13,000 | — | $13,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,000
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 | $22,305 | $16,898 | — | $13,000 | — |
| 2023 | $10,036 | $17,881 | — | — | — |
| 2022 | $14,339 | $767 | — | — | — |