Plan Snapshot
- Plan Sponsor: Cavicchio Greenhouses INC.
- Sponsor EIN: 042685074
- Sponsor Address: 110 CODJER LANE, SUDBURY, MA, 017762202
- Plan Type: 401(k)
- Total Participants: 437
- Total Assets: $18.6M
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 | 437 | $18.6M | $574,665 | $1.2M |
| 2023 | 206 | $15.4M | $498,695 | $1.0M |
| 2022 | 195 | $12.7M | $436,653 | $929,071 |
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 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $73,683 | $2,848 | $300 | — | — |
| 2023 | $60,854 | $5,599 | — | — | — |
| 2022 | $56,207 | $1,069 | — | — | — |