Plan Snapshot
- Plan Sponsor: Ashworth Bros., INC.
- Sponsor EIN: 320002391
- Sponsor Address: 222 MILLIKEN BLVD, STE 7, FALL RIVER, MA, 02721
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $22.1M
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 | 164 | $22.1M | $289,597 | $796,482 |
| 2023 | 135 | $20.7M | $337,326 | $859,171 |
| 2022 | 145 | $19.7M | $293,182 | $755,397 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,366 | — | $8,366 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,366
- Estimated Expense Ratio: 0.038% 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 | $11,410 | $8,366 | — | — | — |
| 2023 | $13,556 | $11,012 | — | — | — |
| 2022 | $10,517 | $8,611 | — | — | — |