Plan Snapshot
- Plan Sponsor: Bradford & Bigelow, INC.
- Sponsor EIN: 042057433
- Sponsor Address: 3 PERKINS WAY, NEWBURYPORT, MA, 01950
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $15.3M
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 | 183 | $15.3M | $255,741 | $936,911 |
| 2023 | 189 | $11.8M | $239,530 | $869,866 |
| 2022 | 172 | $9.0M | $216,802 | $739,429 |
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 & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & 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 | $48,576 | $43,901 | — | — | — |
| 2023 | $37,324 | $33,799 | — | — | — |
| 2022 | $39,507 | — | $39,507 | — | — |