Plan Snapshot
- Plan Sponsor: J. Calnan And Associates, INC.
- Sponsor EIN: 043330842
- Sponsor Address: 3 BATTERYMARCH PARK, FIFTH FLOOR, QUINCY, MA, 02169
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 117 | $22.3M | $324,121 | $1.4M |
| 2023 | 112 | $19.0M | $468,018 | $1.4M |
| 2022 | 119 | $15.3M | $387,094 | $1.2M |
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 |
|---|---|---|---|---|
| LEONE, MORRISSEY, HENRIKSEN & SY | 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 | $105,880 | — | $105,880 | — | — |
| 2023 | $112,930 | $86,360 | — | $24,500 | — |
| 2022 | $82,191 | $82,191 | — | — | — |