Plan Snapshot
- Plan Sponsor: Callahan, INC.
- Sponsor EIN: 043071634
- Sponsor Address: 80 FIRST STREET, BRIDGEWATER, MA, 02324
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $25.2M
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 | 192 | $25.2M | $396,400 | $1.9M |
| 2023 | 188 | $21.4M | $708,899 | $2.1M |
| 2022 | 242 | $16.7M | $635,791 | $1.9M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $90,939 | $2,824 | — | — | — |
| 2023 | $73,000 | — | $70,800 | — | — |
| 2022 | $70,408 | — | — | — | — |