Plan Snapshot
- Plan Sponsor: Inland Management, LLC
- Sponsor EIN: 043267557
- Sponsor Address: 665 SIMONDS ROAD, WILLIAMSTOWN, MA, 012670000
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $19.1M
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 | 89 | $19.1M | $129,578 | $833,226 |
| 2023 | 99 | $17.2M | $186,990 | $957,991 |
| 2022 | 107 | $17.0M | $237,037 | $1.2M |
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 |
|---|---|---|---|---|
| LOMBARDI & KEEGAN | 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 | $49,401 | $36,459 | — | — | — |
| 2023 | $53,632 | $40,621 | — | — | — |
| 2022 | $55,355 | — | — | — | — |