Plan Snapshot
- Plan Sponsor: Harold Grinspoon Foundation
- Sponsor EIN: 046685725
- Sponsor Address: 67 HUNT STREET SUITE 100, AGAWAM, MA, 01001
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $13.4M
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 | 133 | $13.4M | $617,700 | $1.2M |
| 2023 | 137 | $10.4M | $506,276 | $1.2M |
| 2022 | 140 | $7.8M | $472,297 | $1.1M |
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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA, P.C. | 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 | $52,801 | — | — | — | — |
| 2023 | $45,916 | — | — | — | — |
| 2022 | $41,904 | — | $41,904 | — | — |