Plan Snapshot
- Plan Sponsor: Hazen Paper Company
- Sponsor EIN: 041429900
- Sponsor Address: PO BOX 189, HOLYOKE, MA, 010410189
- Plan Type: DB
- Total Participants: 39
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 39 | $12.0M | $227,881 | $0 |
| 2023 | 42 | $11.8M | $321,502 | $0 |
| 2022 | 44 | $11.2M | $237,455 | $0 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | 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 | $154,135 | — | $88,200 | — | — |
| 2023 | $218,071 | — | $89,147 | — | — |
| 2022 | $223,343 | — | $223,343 | — | — |