Plan Snapshot
- Plan Sponsor: Eze Castle Integration, INC.
- Sponsor EIN: 043449807
- Sponsor Address: 55 COURT ST, BOSTON, MA, 02108
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $49.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 266 | $49.0M | $0 | $2.9M |
| 2023 | 284 | $43.8M | $225,461 | $3.3M |
| 2022 | 300 | $36.6M | $496,612 | $3.3M |
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 |
|---|---|---|---|---|
| MATTHEW J. BERNIER CPA LLC | Auditor | $7,571 | — | $7,571 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,571
- Estimated Expense Ratio: 0.015% 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 | -$21,380 | $32,928 | $600 | $7,571 | — |
| 2023 | -$10,922 | $32,031 | — | $7,526 | — |
| 2022 | $9,506 | $1,178 | — | — | — |