Plan Snapshot
- Plan Sponsor: The Kraft Group LLC
- Sponsor EIN: 043288096
- Sponsor Address: ONE PATRIOT PLACE, FOXBOROUGH, MA, 02305
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 2,737
- Total Assets: $236.0M
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. |
|---|---|---|---|---|
| 2025 | 2,737 | $236.0M | $0 | $0 |
| 2024 | 2,407 | $198.6M | $4.5M | $9.4M |
| 2023 | 4,011 | $173.3M | $4.2M | $8.3M |
| 2022 | 3,693 | $142.2M | $3.5M | $6.9M |
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 | $56,853 | — | $56,853 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,853
- Estimated Expense Ratio: 0.024% 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 |
|---|---|---|---|---|---|
| 2025 | $12,614,066 | — | $300 | — | — |
| 2024 | $134,011 | — | — | — | — |
| 2023 | $159,081 | — | $159,081 | — | — |
| 2022 | $124,715 | — | $124,715 | — | — |