# Cartamundi East Longmeadow LLC 401(k) Plan
Source: https://planprovider.pro/companies/cartamundi-east-longmeadow-llc-401k-plan

> Cartamundi East Longmeadow LLC's 401(k) plan: 978 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fox-byrd-and-company-pc) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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