Plan Snapshot
- Plan Sponsor: F H Cann & Associates INC
- Sponsor EIN: 043483512
- Sponsor Address: 1600 OSGOOD ST STE 1-150, NORTH ANDOVER, MA, 018451055
- Plan Type: 401(k)
- Total Participants: 598
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 598 | $2.7M | $0 | $401,289 |
| 2023 | 758 | $2.3M | $0 | $334,043 |
| 2022 | 620 | $1.9M | $0 | $415,356 |
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 |
|---|---|---|---|---|
| CARON & BLETZER ,PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER ,PLC — 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 | $20,884 | $7,024 | $12,900 | — | — |
| 2023 | $15,401 | $6,010 | $3,607 | — | — |
| 2022 | $7,711 | $4,421 | $3,290 | — | — |