Plan Snapshot
- Plan Sponsor: Commodore Builders LLC
- Sponsor EIN: 843957331
- Sponsor Address: 1220 WASHINGTON STREET, NEWTON, MA, 02465
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $35.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $35.1M | $589,741 | $2.1M |
| 2023 | 178 | $28.2M | $757,839 | $2.2M |
| 2022 | 216 | $21.8M | $630,564 | $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 |
|---|---|---|---|---|
| E.J. CALLAHAN & ASSOCIATES, LLC | 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 | $74,501 | — | $74,501 | — | — |
| 2023 | $27,003 | — | $27,003 | — | — |
| 2022 | $5,228 | — | $5,228 | — | — |