Plan Snapshot
- Plan Sponsor: Dennison Lubricants Incorporated
- Sponsor EIN: 042986322
- Sponsor Address: 111 RHODE ISLAND ROAD, LAKEVILLE, MA, 023471363
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $10.7M
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 | 157 | $10.7M | $126,050 | $688,604 |
| 2023 | 159 | $9.2M | $127,895 | $710,194 |
| 2022 | 138 | $7.2M | $126,866 | $616,372 |
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 |
|---|---|---|---|---|
| GRAY, GRAY AND GRAY | 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 | $45,940 | $6,825 | $24,491 | — | — |
| 2023 | $38,373 | $5,457 | $21,181 | — | — |
| 2022 | $34,316 | $5,039 | $18,479 | — | $10,798 |