Plan Snapshot
- Plan Sponsor: Citizens Disability, LLC
- Sponsor EIN: 272970935
- Sponsor Address: 1050 WINTER STREET, SUITE 1000, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 103 | $5.4M | $0 | $608,542 |
| 2023 | 113 | $4.2M | $0 | $592,290 |
| 2022 | 112 | $3.1M | $0 | $614,481 |
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 | $38,676 | — | $37,296 | — | — |
| 2023 | $52,402 | — | $51,407 | — | — |
| 2022 | $45,364 | — | $45,364 | — | — |