Plan Snapshot
- Plan Sponsor: Happy Day Corporation
- Sponsor EIN: 820327334
- Sponsor Address: 703 MAIN STREET, LEWISTON, MA, 83501
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $1.2M
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 | 221 | $1.2M | $119,576 | $272,125 |
| 2023 | 231 | $778,475 | $113,095 | $245,887 |
| 2022 | 166 | $360,940 | $94,534 | $208,331 |
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 |
|---|---|---|---|---|
| PRESNELL GAGE, PLLC | 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 | $16,973 | — | $16,973 | — | — |
| 2023 | $12,789 | — | $12,789 | — | — |
| 2022 | $8,122 | — | $8,122 | — | — |