Plan Snapshot
- Plan Sponsor: J. Arthur Trudeau Memorial Center
- Sponsor EIN: 050310093
- Sponsor Address: 3445 POST ROAD, WARWICK, RI, 02886
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $12.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 333 | $12.8M | $485,404 | $849,065 |
| 2023 | 467 | $11.8M | $317,269 | $608,585 |
| 2022 | 413 | $10.5M | $341,200 | $522,390 |
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 |
|---|---|---|---|---|
| SANSIVERI, BIMBALL & CO LLP | 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 | $40,359 | — | $35,940 | — | — |
| 2023 | $3,437 | — | — | — | — |
| 2022 | $6,813 | — | — | — | — |