Plan Snapshot
- Plan Sponsor: Communication Technology Services, LLC
- Sponsor EIN: 843785371
- Sponsor Address: 33 LOCKE DRIVE, MARLBORO, MA, 01752
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $25.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 339 | $25.7M | $547,406 | $2.2M |
| 2023 | 314 | $21.2M | $424,896 | $1.9M |
| 2022 | 296 | $16.5M | $415,031 | $1.7M |
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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | TPA | — | $7,726 | $7,726 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,726
- Estimated Expense Ratio: 0.030% 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 | $35,749 | — | $12,825 | — | — |
| 2023 | $22,839 | — | $5,750 | — | — |
| 2022 | $10,700 | — | — | — | — |