Plan Snapshot
- Plan Sponsor: Awane Narfa
- Sponsor EIN: 042279821
- Sponsor Address: C/O 3 16 FIDUCIARY, PETERBOROUGH, NH, 03458
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $61,528 | $518,816 |
| 2023 | 296 | $8.3M | $123,955 | $752,548 |
| 2022 | 327 | $7.7M | $192,302 | $942,242 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $55,780 | — | $55,780 |
| MESIROW FINANCIAL, INC. | Investment Advisor | $50,740 | — | $50,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
- MESIROW FINANCIAL, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,520
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 | $127,725 | $19,937 | $72,777 | $25,000 | — |
| 2023 | $80,984 | — | $54,962 | — | — |
| 2022 | $163,559 | — | $163,559 | — | — |