Plan Snapshot
- Plan Sponsor: Devine, Millimet & Branch, Professional Association
- Sponsor EIN: 020336151
- Sponsor Address: 111 AMHERST STREET, MANCHESTER, NH, 03101
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $61.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 100 | $61.7M | $1.1M | $909,536 |
| 2023 | 93 | $67.2M | $868,210 | $855,987 |
| 2022 | 91 | $62.9M | $923,452 | $904,264 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.026% 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 | $95,601 | $57,262 | — | $16,000 | — |
| 2023 | $112,755 | $40,525 | — | — | — |
| 2022 | $192,553 | $94,410 | — | — | $98,143 |