Plan Snapshot
- Plan Sponsor: Azelis Americas, LLC
- Sponsor EIN: 043451988
- Sponsor Address: 100 LEOMINSTER ROAD, STERLING, MA, 01564
- Plan Type: 401(k)
- Total Participants: 626
- Total Assets: $92.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 626 | $92.2M | $2.3M | $5.5M |
| 2023 | 577 | $86.4M | $2.3M | $5.5M |
| 2022 | 497 | $62.7M | $1.9M | $4.7M |
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 |
|---|---|---|---|---|
| CARON AND BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON AND BLETZER PLLC — Auditor
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 | $84,521 | $17,274 | — | — | — |
| 2023 | $15,923 | $28,604 | — | — | — |
| 2022 | $12,531 | $23,078 | — | — | — |