Plan Snapshot
- Plan Sponsor: Hollingsworth & Vose Company
- Sponsor EIN: 041446700
- Sponsor Address: 112 WASHINGTON STREET, EAST WALPOLE, MA, 02032
- Plan Type: 401(k)
- Total Participants: 590
- Total Assets: $120.0M
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 | 590 | $120.0M | $3.4M | $5.5M |
| 2023 | 589 | $109.9M | $2.2M | $5.6M |
| 2022 | 679 | $96.6M | $2.0M | $5.4M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | 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 | $184,392 | $11,963 | — | — | — |
| 2023 | $74,553 | $11,484 | — | — | — |
| 2022 | -$24,605 | $10,869 | — | — | — |