Plan Snapshot
- Plan Sponsor: Astenjohnson, INC.
- Sponsor EIN: 821924997
- Sponsor Address: 11 MERRILL INDUSTRIAL DRIVE, HAMPTON, NH, 03842
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $24.3M
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 | 407 | $24.3M | $700,207 | $1.8M |
| 2023 | 346 | $22.4M | $655,045 | $1.8M |
| 2022 | 330 | $19.7M | $490,819 | $1.6M |
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. | ADVISOR | $11,000 | — | $11,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $8,226 | — | $8,226 |
| DCPAS, LLC DBA DAVIS & COMPANY CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DCPAS, LLC DBA DAVIS & COMPANY CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,226
- Estimated Expense Ratio: 0.079% 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 | $19,226 | $11,000 | — | — | — |
| 2023 | $13,196 | $5,902 | — | — | — |
| 2022 | $10,141 | $3,988 | — | — | — |