Plan Snapshot
- Plan Sponsor: The Cannabist Company Holdings INC.
- Sponsor EIN: 981488978
- Sponsor Address: 321 BILLERICA ROAD, SUITE 204, CHELMSFORD, MA, 01824
- Plan Type: 401(k)
- Total Participants: 1,464
- Total Assets: $11.9M
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 | 1,464 | $11.9M | $975,689 | $2.1M |
| 2023 | 1,953 | $10.9M | $1.1M | $2.2M |
| 2022 | 2,186 | $7.0M | $496,105 | $2.4M |
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 |
|---|---|---|---|---|
| MARTIN HOOD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARTIN HOOD LLC — 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 | $177,979 | $43,245 | $134,734 | — | — |
| 2023 | $59,287 | $20,448 | — | — | — |
| 2022 | $28,080 | — | $28,080 | — | — |