Plan Snapshot
- Plan Sponsor: D'Allessandro Corp.
- Sponsor EIN: 042958565
- Sponsor Address: 254 PLEASANT STREET, WEST BRIDGEWATER, MA, 02379
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $13.3M
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 | 80 | $13.3M | $591,293 | $345,307 |
| 2023 | 77 | $11.5M | $550,149 | $318,984 |
| 2022 | 70 | $10.2M | $418,951 | $287,356 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $42,249 | — | $42,249 |
| MORGAN STANLEY | Investment Advisor | $27,950 | — | $27,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,199
- Estimated Expense Ratio: 0.528% 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 | $70,372 | — | — | — | — |
| 2023 | $59,779 | — | — | — | — |
| 2022 | $59,627 | — | — | — | — |