Plan Snapshot
- Plan Sponsor: Interactions, LLC
- Sponsor EIN: 200800098
- Sponsor Address: 31 HAYWARD STREET, FRANKLIN, MA, 02038
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $37.5M
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 | 199 | $37.5M | $814,570 | $2.7M |
| 2023 | 258 | $34.0M | $1.1M | $3.5M |
| 2022 | 329 | $29.3M | $1.2M | $3.8M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD. | 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 | $54,892 | $36,715 | — | — | — |
| 2023 | $56,502 | $35,774 | — | — | — |
| 2022 | $41,477 | $1,232 | $160 | — | — |