Plan Snapshot
- Plan Sponsor: Clean Air Task Force
- Sponsor EIN: 043512550
- Sponsor Address: 114 STATE STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 85 | $12.5M | $599,929 | $1.2M |
| 2023 | 144 | $11.2M | $734,957 | $1.4M |
| 2022 | 117 | $8.2M | $529,182 | $1.0M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Other Service Provider | $54,809 | — | $54,809 |
| THE PENSION SERVICE INC | Other Service Provider | $6,200 | — | $6,200 |
| ANSTISS & CO., P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,009
- Estimated Expense Ratio: 0.489% 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 | $54,933 | — | $54,933 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |