Plan Snapshot
- Plan Sponsor: H.O. Bouchard, INC.
- Sponsor EIN: 010327048
- Sponsor Address: 349 COLDBROOK ROAD, HAMPDEN, ME, 04444
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $10.2M
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 | 92 | $10.2M | $92,951 | $496,951 |
| 2023 | 102 | $9.7M | $172,906 | $494,478 |
| 2022 | 133 | $9.4M | $99,299 | $466,851 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, LLP — 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 | $57,120 | $43,428 | $13,692 | — | — |
| 2023 | $59,065 | $28,290 | $19,952 | — | — |
| 2022 | $57,946 | $30,979 | $19,344 | — | $7,623 |