Plan Snapshot
- Plan Sponsor: Joseph'S Gourmet Pasta Company
- Sponsor EIN: 352490334
- Sponsor Address: 262 PRIMROSE ST, HAVERHILL, MA, 018303930
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $6.6M
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 | 150 | $6.6M | $253,041 | $630,426 |
| 2023 | 191 | $6.0M | $262,360 | $641,094 |
| 2022 | 185 | $5.5M | $311,670 | $659,706 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $55,081 | $20,835 | $34,246 | — | — |
| 2023 | $51,049 | $18,296 | $32,753 | — | — |
| 2022 | $57,144 | $19,108 | $38,036 | — | — |