Plan Snapshot
- Plan Sponsor: Great American Dining
- Sponsor EIN: 020430145
- Sponsor Address: P.O. BOX 581, ASHLAND, NH, 032170581
- Plan Type: 401(k)
- Total Participants: 370
- Total Assets: $9.1M
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 | 370 | $9.1M | $175,440 | $690,921 |
| 2023 | 372 | $7.8M | $167,983 | $671,801 |
| 2022 | 466 | $6.5M | $160,776 | $645,268 |
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 |
|---|---|---|---|---|
| LEONE, MCDONNELL & ROBERTS, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEONE, MCDONNELL & ROBERTS, PA — 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 | $51,498 | $51,498 | — | — | — |
| 2023 | $45,646 | $45,646 | — | — | — |
| 2022 | $33,417 | $33,417 | — | — | — |