Plan Snapshot
- Plan Sponsor: Cape Cod Lumber Co., INC.
- Sponsor EIN: 042272126
- Sponsor Address: 225 GROVELAND STREET, ABINGTON, MA, 02351
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $32.1M
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 | 97 | $32.1M | $253,080 | $683,779 |
| 2023 | 96 | $32.3M | $264,332 | $723,685 |
| 2022 | 103 | $28.3M | $264,662 | $724,492 |
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 & CO., 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 | $92,241 | $44,761 | $47,480 | — | — |
| 2023 | $96,798 | $52,512 | $44,286 | — | — |
| 2022 | $113,416 | — | $113,416 | — | — |