Plan Snapshot
- Plan Sponsor: Hodges Badge Company, INC.
- Sponsor EIN: 042347782
- Sponsor Address: 205 CLOCK TOWER SQUARE, PORTSMOUTH, RI, 02871
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $11.1M | $164,739 | $462,685 |
| 2023 | 124 | $10.8M | $155,078 | $424,132 |
| 2022 | 111 | $9.2M | $137,592 | $382,946 |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | SERVICE PROVIDER | — | $27,081 | $27,081 |
| RUBIN BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH EQUITY SERVICES — SERVICE PROVIDER
- RUBIN BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,081
- Estimated Expense Ratio: 0.243% of plan assets
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 | $2,200 | — | $2,050 | — | — |
| 2023 | $2,800 | — | $2,550 | — | — |
| 2022 | $2,050 | — | — | — | — |