# Hub Pen Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hub-pen-company-llc-plan-002

> Hub Pen Company, LLC's 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hub Pen Company, LLC

- **Sponsor EIN:** 042315066

- **Sponsor Address:** 1525 WASHINGTON STREET, BRAINTREE, MA, 02184

- **Plan Type:** 401(k)

- **Total Participants:** 171

- **Total Assets:** $20.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|171|$20.7M|$479,998|$447,601|

| 2023|148|$17.9M|$480,023|$413,353|

| 2022|152|$15.0M|$475,010|$436,596|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## 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|$3,040|—|$3,040|—|—|

| 2023|$2,796|—|$2,796|—|—|

| 2022|$8,506|—|$8,506|—|—|

## Similar Plans

- [Attivo Marketing Services, LLC](https://planprovider.pro/companies/attivo-marketing-services-llc-401k-plan) — 146 participants

- [Performance Marketing Holdings LLC](https://planprovider.pro/companies/exclusive-concepts-llc-plan) — 211 participants

- [Inkhouse](https://planprovider.pro/companies/inkhouse-llc-401k-plan) — 125 participants

- [Acceleration Partners LLC](https://planprovider.pro/companies/acceleration-partners-llc-401k-plan) — 218 participants

- [Cramer Production Business Trust](https://planprovider.pro/companies/cramer-production-business-trust-401k-plan) — 112 participants

- [Captivate, LLC](https://planprovider.pro/companies/captivate-llc-401k-plan) — 104 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hub-pen-company-llc-plan-002)

© 2026 PlanProvider.Pro