Plan Snapshot
- Plan Sponsor: Cn Wood Company, INC.
- Sponsor EIN: 042397725
- Sponsor Address: 200 MERRIMAC STREET, WOBURN, MA, 01801
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $14.1M
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 | 135 | $14.1M | $191,371 | $815,300 |
| 2023 | 148 | $12.7M | $278,393 | $832,753 |
| 2022 | 139 | $10.7M | $228,097 | $735,824 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $11,472 | $9,367 | $2,105 | — | — |
| 2023 | $10,987 | $9,497 | $1,490 | — | — |
| 2022 | — | — | — | — | — |