Plan Snapshot
- Plan Sponsor: Cataldo Ambulance Service, INC.
- Sponsor EIN: 042621862
- Sponsor Address: 137 WASHINGTON ST, SOMERVILLE, MA, 02143
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,045
- Total Assets: $17.7M
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. |
|---|---|---|---|---|
| 2025 | 1,045 | $17.7M | $0 | $0 |
| 2024 | 1,017 | $15.6M | $97,901 | $829,260 |
| 2023 | 1,101 | $14.1M | $103,611 | $835,949 |
| 2022 | 423 | $12.4M | $103,381 | $637,141 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | 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 |
|---|---|---|---|---|---|
| 2025 | $990,370 | $295 | — | — | — |
| 2024 | $856 | — | — | $260 | — |
| 2023 | $579 | $279 | — | — | — |
| 2022 | $468 | $243 | $225 | — | — |