Plan Snapshot
- Plan Sponsor: Dartmouth Building Supply, INC.
- Sponsor EIN: 042832757
- Sponsor Address: 958 REED RD, NORTH DARTMOUTH, MA, 02747
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $10.9M
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 | 154 | $10.9M | $160,889 | $539,640 |
| 2023 | 140 | $9.3M | $0 | $514,891 |
| 2022 | 145 | $7.4M | $156,195 | $494,023 |
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 |
|---|---|---|---|---|
| JARDIM & MAROTTA 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 | $549,286 | — | $51,809 | — | — |
| 2023 | $419,149 | — | $43,582 | — | — |
| 2022 | $41,464 | — | — | — | — |