Plan Snapshot
- Plan Sponsor: Eliassen Group, LLC.
- Sponsor EIN: 043097449
- Sponsor Address: 55 WALKERS BROOK DR., READING, MA, 01867
- Plan Type: 401(k)
- Total Participants: 2,790
- Total Assets: $137.0M
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 | 2,790 | $137.0M | $610,470 | $14.3M |
| 2023 | 1,940 | $121.6M | $639,317 | $15.5M |
| 2022 | 2,184 | $94.8M | $470,523 | $16.1M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
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 | $215,333 | — | — | — | — |
| 2023 | $174,943 | $174,943 | — | — | — |
| 2022 | $148,254 | — | — | — | — |