Plan Snapshot
- Plan Sponsor: Cartamundi East Longmeadow LLC
- Sponsor EIN: 474232142
- Sponsor Address: 443 SHAKER ROAD, EAST LONGMEADOW, MA, 01028
- Plan Type: 401(k)
- Total Participants: 978
- Total Assets: $77.9M
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 | 978 | $77.9M | $3.3M | $4.5M |
| 2023 | 879 | $67.0M | $3.1M | $4.1M |
| 2022 | 933 | $56.8M | $3.1M | $4.2M |
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 |
|---|---|---|---|---|
| USI ADVISORS INC | ADVISOR | $29,575 | — | $29,575 |
| FOX BYRD & COMPANY PC | ACCOUNTANT/AUDITOR | $24,000 | — | $24,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $13,443 | — | $13,443 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FOX BYRD & COMPANY PC — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,018
- Estimated Expense Ratio: 0.086% of plan assets
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 | $38,158 | $43,019 | — | $24,000 | — |
| 2023 | $55,349 | $41,366 | — | $27,500 | — |
| 2022 | $35,583 | $10,568 | — | — | — |