Plan Snapshot
- Plan Sponsor: Applewild School Incorporated
- Sponsor EIN: 042225643
- Sponsor Address: 120 PROSPECT STREET, FITCHBURG, MA, 01420
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 47 | $7.9M | $32,186 | $161,420 |
| 2023 | 60 | $7.3M | $23,233 | $142,875 |
| 2022 | 48 | $5.7M | $15,416 | $134,965 |
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 |
|---|---|---|---|---|
| STOWE & DEGON | 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 | $25 | — | $25 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |