Plan Snapshot
- Plan Sponsor: Iso New England INC.
- Sponsor EIN: 043372500
- Sponsor Address: 1 SULLIVAN ROAD, HOLYOKE, MA, 01040
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 675
- Total Assets: $28.4M
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 | 675 | $28.4M | $614,000 | $0 |
| 2023 | 630 | $26.3M | $762,000 | $0 |
| 2022 | 586 | $23.7M | $328,000 | $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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA, PC | 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 | $4,136 | — | $4,136 | — | — |
| 2023 | $3,558 | — | $3,558 | — | — |
| 2022 | $3,575 | — | — | — | $3,575 |