Plan Snapshot
- Plan Sponsor: Fosdick Fullfillment Corporation
- Sponsor EIN: 060807508
- Sponsor Address: 26 BARNES INDUSTRIAL RD NORTH, WALLINGFORD, CT, 06492
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $8.3M
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 | 255 | $8.3M | $136,973 | $387,973 |
| 2023 | 248 | $7.3M | $0 | $371,810 |
| 2022 | 273 | $7.1M | $122,775 | $396,710 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — 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 | $45,208 | $19,080 | — | — | — |
| 2023 | $55,553 | $16,896 | — | — | — |
| 2022 | $52,748 | — | — | — | — |