Plan Snapshot
- Plan Sponsor: Lew A. Cummings Co., INC.
- Sponsor EIN: 020231580
- Sponsor Address: P.O. BOX 16495, HOOKSETT, NH, 03106
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $10.2M
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 | 101 | $10.2M | $78,975 | $388,605 |
| 2023 | 63 | $10.7M | $0 | $338,703 |
| 2022 | 79 | $9.1M | $72,204 | $317,000 |
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 |
|---|---|---|---|---|
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — 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 | $49,169 | — | $49,119 | — | — |
| 2023 | $56,788 | — | $56,788 | — | — |
| 2022 | $55,442 | — | $55,442 | — | — |