Plan Snapshot
- Plan Sponsor: Christmas Tree Shops
- Sponsor EIN: 042471207
- Sponsor Address: 64 LEONA DRIVE, MIDDLEBORO, MA, 02346
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,623
- Total Assets: $44.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2022 | 1,623 | $44.1M | $693,310 | $2.1M |
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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | Other Service Provider | $118,660 | — | $118,660 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | $38,394 | — | $38,394 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $16,139 | — | $16,139 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,193
- Estimated Expense Ratio: 0.392% 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 |
|---|---|---|---|---|---|
| 2022 | $173,101 | $137,886 | $35,215 | — | — |