Plan Snapshot
- Plan Sponsor: Balise Motor Sales Company
- Sponsor EIN: 550811490
- Sponsor Address: 1441 MAIN STREET, SUITE 300, SPRINGFIELD, MA, 01103
- Plan Type: 401(k)
- Total Participants: 1,246
- Total Assets: $44.9M
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 | 1,246 | $44.9M | $629,066 | $3.8M |
| 2023 | 1,162 | $38.4M | $616,513 | $3.5M |
| 2022 | 1,072 | $31.8M | $624,793 | $3.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $46,811 | — | — | — | — |
| 2023 | $34,295 | — | — | — | — |
| 2022 | $35,083 | — | — | — | $35,083 |