Plan Snapshot
- Plan Sponsor: Baystate Delivery INC
- Sponsor EIN: 852580603
- Sponsor Address: 104 PERRY, DOUGLAS, MA, 01516
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 235
- Total Assets: $772,579
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 | 235 | $772,579 | $140,400 | $311,055 |
| 2023 | 147 | $321,943 | $87,666 | $194,661 |
| 2022 | 79 | $24,937 | $8,122 | $18,012 |
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 |
|---|---|---|---|---|
| KRUGGEL LAWTON & COMPANY, LLC | 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 | $2,533 | $2,533 | — | — | — |
| 2023 | $15,011 | — | — | — | — |
| 2022 | $713 | — | — | — | — |