Plan Snapshot
- Plan Sponsor: By Appointment Only
- Sponsor EIN: 043462585
- Sponsor Address: 300 APOLLO DRIVE, CHELMSFORD, MA, 01824
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $11.3M
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 | 93 | $11.3M | $182,196 | $737,080 |
| 2023 | 119 | $10.0M | $201,477 | $769,169 |
| 2022 | 138 | $8.0M | $196,751 | $803,414 |
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 |
|---|---|---|---|---|
| GRAY GRAY GRAY | 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 | $16,314 | $1,654 | $14,660 | — | — |
| 2023 | $15,242 | — | $15,242 | — | — |
| 2022 | $13,600 | — | — | — | — |