Plan Snapshot
- Plan Sponsor: Cape Cod Express, LLC
- Sponsor EIN: 042263917
- Sponsor Address: 1 EXPRESS DRIVE, WAREHAM, MA, 025715028
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $14.3M
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 | 197 | $14.3M | $173,492 | $581,725 |
| 2023 | 177 | $14.3M | $132,049 | $597,712 |
| 2022 | 177 | $14.1M | $170,171 | $578,949 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $17,691 | $1,166 | — | — | — |
| 2023 | $32,573 | $167 | — | — | — |
| 2022 | $62,519 | $44,884 | — | — | $14,110 |