Plan Snapshot
- Plan Sponsor: C.H. Powell Company
- Sponsor EIN: 041740210
- Sponsor Address: 75 SHAWMUT RD, CANTON, MA, 02021
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $16.7M
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 | 156 | $16.7M | $195,163 | $809,832 |
| 2023 | 161 | $14.9M | $167,537 | $808,597 |
| 2022 | 174 | $13.5M | $277,672 | $837,507 |
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 |
|---|---|---|---|---|
| STOWE AND DEGON 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 | $40,854 | — | — | — | — |
| 2023 | $42,438 | — | — | — | — |
| 2022 | $44,173 | — | — | — | — |