Plan Snapshot
- Plan Sponsor: Araujo Bros. Plumbing & Heating, INC.
- Sponsor EIN: 043417576
- Sponsor Address: P.O. BOX 50225, NEW BEDFORD, MA, 02745
- Plan Type: DC
- Total Participants: 121
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $13.8M | $2.3M | $140,390 |
| 2023 | 126 | $12.2M | $1.4M | $99,077 |
| 2022 | 115 | $12.6M | $1.3M | $82,016 |
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 |
|---|---|---|---|---|
| EJ CALLAHAN & ASSOCIATS, LLC | 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 | $96,313 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |