# Equal Exchange, INC. 401(k) Plan
Source: https://planprovider.pro/companies/equal-exchange-inc-401k-plan

> Equal Exchange, INC.'s 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Equal Exchange, INC.

- **Sponsor EIN:** 042904454

- **Sponsor Address:** 50 UNITED DRIVE, WEST BRIDGEWATER, MA, 02379

- **Plan Type:** 401(k)

- **Total Participants:** 97

- **Total Assets:** $12.6M

## 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|97|$12.6M|$216,092|$385,154|

| 2023|104|$10.7M|$216,595|$397,412|

| 2022|103|$9.2M|$202,445|$393,801|

## 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|

| LMHS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LMHS, P.C.](https://planprovider.pro/provider/lmhs-pc) — 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|$3,855|$3,855|—|—|—|

| 2023|$3,927|$1,361|$2,566|—|—|

| 2022|$3,930|$1,339|—|—|$2,591|

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