Plan Snapshot
- Plan Sponsor: J.C. Cannistraro, LLC.
- Sponsor EIN: 042313282
- Sponsor Address: 201 JONES ROAD, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $33.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 241 | $33.3M | $707,723 | $1.8M |
| 2023 | 250 | $30.2M | $669,636 | $1.8M |
| 2022 | 235 | $24.3M | $584,858 | $1.5M |
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 |
|---|---|---|---|---|
| RSM US 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 | $125,019 | — | — | — | — |
| 2023 | $91,498 | — | — | — | — |
| 2022 | $111,688 | — | — | — | — |