# Iso New England INC. 401(k) Plan
Source: https://planprovider.pro/companies/iso-new-england-inc-401k-plan

> Iso New England INC.'s 401(k) plan: 678 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CAPTRUST](https://planprovider.pro/provider/captrust) — CONSULTANT

- [MEYERS BROTHERS KALICKA, PC](https://planprovider.pro/provider/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|—|—|—|—|

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