# Athol Savings Bank 401(k) Plan
Source: https://planprovider.pro/companies/athol-savings-bank-401k-plan

> Athol Savings Bank's 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Athol Savings Bank

- **Sponsor EIN:** 041046670

- **Sponsor Address:** 444 MAIN STREET, ATHOL, MA, 01331

- **Plan Type:** 401(k)

- **Total Participants:** 78

- **Total Assets:** $12.0M

## 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|78|$12.0M|$185,931|$525,150|

| 2023|84|$10.4M|$179,818|$492,576|

| 2022|80|$8.4M|$150,947|$422,295|

## 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|

| JOHNSON OCONNOR FERON & CARUCCI LLP|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|$440|—|$440|—|—|

| 2023|$450|—|$450|—|—|

| 2022|$390|—|$390|—|—|

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