Plan Snapshot
- Plan Sponsor: Arlington Coal & Lumber Company
- Sponsor EIN: 041040820
- Sponsor Address: 41 PARK AVENUE, ARLINGTON, MA, 02476
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 107 | $18.9M | $1.2M | $594,212 |
| 2023 | 107 | $16.3M | $603,940 | $547,586 |
| 2022 | 111 | $14.4M | $487,522 | $522,018 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | Investment Advisor | $41,550 | — | $41,550 |
| NEWPORT GROUP, INC. | Recordkeeper | $14,856 | — | $14,856 |
| NEWPORT TRUST COMPANY | Custodian / Trustee | $5,153 | — | $5,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,559
- Estimated Expense Ratio: 0.326% of plan assets
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 | $62,379 | $41,550 | $11,319 | — | — |
| 2023 | $55,632 | $36,896 | $11,984 | — | — |
| 2022 | $54,789 | $35,937 | $14,466 | — | $4,386 |