# Calise & Sons Bakery, INC. 401(k) Plan
Source: https://planprovider.pro/companies/calise-sons-bakery-inc-401k-plan

> Calise & Sons Bakery, INC.'s 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Calise & Sons Bakery, INC.

- **Sponsor EIN:** 050284865

- **Sponsor Address:** 2 QUALITY DRIVE, LINCOLN, RI, 02865

- **Plan Type:** 401(k)

- **Total Participants:** 289

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|289|$7.4M|$80,161|$380,465|

| 2023|299|$6.8M|$19,378|$320,196|

| 2022|273|$6.4M|$0|$337,424|

## 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|

| CHARLAND, MARCIANO & COMPANY, CPAS|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|$53,886|$13,711|—|—|—|

| 2023|$49,937|—|$49,937|—|—|

| 2022|$57,753|—|$57,753|—|—|

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