Plan Snapshot
- Plan Sponsor: Imperial Distributors, INC.
- Sponsor EIN: 042226128
- Sponsor Address: 150 BLACKSTONE RIVER ROAD, WORCESTER, MA, 01607
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 569
- Total Assets: $18.0M
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 | 569 | $18.0M | $205,761 | $1.0M |
| 2023 | 572 | $17.4M | $190,046 | $885,505 |
| 2022 | 619 | $16.2M | $147,645 | $795,699 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $58,248 | — | $58,248 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,248
- Estimated Expense Ratio: 0.324% 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 | $60,651 | $2,403 | — | — | — |
| 2023 | $36,281 | — | $900 | — | — |
| 2022 | $1,480 | — | — | — | — |