Plan Snapshot
- Plan Sponsor: Iso New England INC.
- Sponsor EIN: 043372500
- Sponsor Address: 1 SULLIVAN RD, HOLYOKE, MA, 01040
- Plan Type: 401(k)
- Total Participants: 678
- Total Assets: $321.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 678 | $321.3M | $6.8M | $10.6M |
| 2023 | 626 | $275.6M | $5.8M | $9.5M |
| 2022 | 590 | $231.1M | $4.9M | $8.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $90,898 | — | $90,898 |
| CAPTRUST | CONSULTANT | $78,482 | — | $78,482 |
| MEYERS BROTHERS KALICKA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CAPTRUST — CONSULTANT
- MEYERS BROTHERS KALICKA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,380
- Estimated Expense Ratio: 0.053% 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 | $169,380 | — | — | — | — |
| 2023 | $163,673 | — | — | — | — |
| 2022 | $126,759 | — | — | — | — |