Plan Snapshot
- Plan Sponsor: Iso New England INC.
- Sponsor EIN: 043372500
- Sponsor Address: ONE SULLIVAN ROAD, HOLYOKE, MA, 010402841
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 0
- Total Assets: $179.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $179.5M | $0 | $0 |
| 2023 | 0 | $163.5M | $0 | $0 |
| 2022 | 0 | $197.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| SLC MANAGEMENT | Other Service Provider | $185,711 | — | $185,711 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,711
- Estimated Expense Ratio: 0.103% 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 | $185,711 | $185,711 | — | — | — |
| 2023 | $165,545 | $165,545 | — | — | — |
| 2022 | $172,986 | $172,986 | — | — | — |