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: 310
- Total Assets: $32.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 310 | $32.9M | $1.2M | $1.8M |
| 2023 | 283 | $28.0M | $690,696 | $1.6M |
| 2022 | 306 | $25.5M | $548,133 | $1.5M |
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 | $15,695 | — | $15,695 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,695
- Estimated Expense Ratio: 0.048% 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 | $53,356 | $8,886 | — | $15,695 | — |
| 2023 | $36,260 | $9,724 | — | — | — |
| 2022 | $17,987 | $7,387 | — | — | — |