Plan Snapshot
- Plan Sponsor: Eaton Peabody, PA
- Sponsor EIN: 010373027
- Sponsor Address: 80 EXCHANGE ST STE 8, BANGOR, ME, 04401
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 85 | $24.7M | $307,137 | $663,421 |
| 2023 | 95 | $27.3M | $668,004 | $743,980 |
| 2022 | 99 | $24.5M | $823,862 | $787,777 |
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 |
|---|---|---|---|---|
| BAKER NEWMAN & NOYES, 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 | $10,613 | — | — | — | — |
| 2023 | $10,044 | — | — | — | — |
| 2022 | $13,726 | — | — | — | — |