Plan Snapshot
- Plan Sponsor: Automotive Wolesalers Association Of New England, INC.
- Sponsor EIN: 042279821
- Sponsor Address: 4 MAIN STREET, P.O. BOX 838, PETERBOROUGH, NH, 034580838
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 2,016
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,016 | $15.3M | $0 | $0 |
| 2024 | 1,198 | $13.7M | $20.5M | $0 |
| 2023 | 1,346 | $15.6M | $23.3M | $0 |
| 2022 | 1,572 | $14.1M | $19.3M | $0 |
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 |
|---|---|---|---|---|
| RT CONSULTING | Other Service Provider | $2,353,005 | — | $2,353,005 |
| HEALTH ANALYTIC PARTNERS | Other Service Provider | $350,000 | — | $350,000 |
| ANTHEM BLUE CROSS BLUE SHIELD | Other Service Provider | $329,561 | — | $329,561 |
| EXPRESS SCRIPTS | Other Service Provider | $278,432 | — | $278,432 |
| ERISA ADVISORY GROUP | ERISA Attorney | $110,000 | — | $110,000 |
| HOLIFIELD JANICH, PPLC | ERISA Attorney | $109,976 | — | $109,976 |
| MAINI PARTNERS LLC | Recordkeeper | $74,177 | — | $74,177 |
| MERRILL LYNCH | Investment Advisor | $48,606 | — | $48,606 |
| CLIFTONLARSONALLEN, LLP | Other Service Provider | $45,790 | — | $45,790 |
| TRANSURANCE, INC. | Investment Advisor | $38,700 | — | $38,700 |
| PITNEY BOWES BANK | Custodian / Trustee | $32,200 | — | $32,200 |
| SEQUOYA TECHNOLOGIES GROUP, LLC | Other Service Provider | $29,192 | — | $29,192 |
| LORE, INC | Other Service Provider | $17,057 | — | $17,057 |
| ALEGEUS TECHNOLOGIES | Other Service Provider | $14,311 | — | $14,311 |
| HANNAFORD & DUMAS | Other Service Provider | $14,227 | — | $14,227 |
| MULTIPROCESS COMPUTER CORP. | Other Service Provider | $8,398 | — | $8,398 |
| MODERN ASSISTANCE PROGRAM | Other Service Provider | $6,862 | — | $6,862 |
| HUMMEL GROUP | Investment Advisor | $6,510 | — | $6,510 |
| STALL LEGAL, LLC | ERISA Attorney | $6,475 | — | $6,475 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,873,479
- Estimated Expense Ratio: 25.278% 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 |
|---|---|---|---|---|---|
| 2025 | $19,989,883 | $48,606 | $2,353,005 | $45,790 | — |
| 2024 | $5,037,274 | $50,343 | $2,595,838 | $57,960 | — |
| 2023 | $5,002,602 | $50,170 | $526,146 | — | — |
| 2022 | $4,192,393 | $53,684 | $455,411 | — | $3,360,600 |