Plan Snapshot
- Plan Sponsor: F.W. Webb Company
- Sponsor EIN: 041952890
- Sponsor Address: 160 MIDDLESEX TURNPIKE, BEDFORD, MA, 01730
- Plan Type: 401(k)
- Total Participants: 3,437
- Total Assets: $499.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,437 | $499.1M | $28.0M | $21.3M |
| 2023 | 3,292 | $430.8M | $25.6M | $19.4M |
| 2022 | 3,144 | $353.7M | $22.0M | $17.6M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & CO., LLP | 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 | $546,227 | $296,711 | — | — | — |
| 2023 | $467,162 | $260,047 | — | — | — |
| 2022 | $437,315 | $55,690 | $205,069 | — | $1,900 |