Plan Snapshot
- Plan Sponsor: Linemaster Switch Corp.
- Sponsor EIN: 060673459
- Sponsor Address: PO BOX 238, WOODSTOCK, CT, 062810238
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $22.0M
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. |
|---|---|---|---|---|
| 2024 | 142 | $22.0M | $561,476 | $854,995 |
| 2023 | 148 | $20.2M | $445,055 | $787,817 |
| 2022 | 144 | $16.7M | $536,822 | $767,113 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | N/A | $50,437 | — | $50,437 |
| JOHN HANCOCK USA | N/A | $32,951 | — | $32,951 |
| STOLBERG,EBBELING & BLANCHETTE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — N/A
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,388
- Estimated Expense Ratio: 0.379% 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 |
|---|---|---|---|---|---|
| 2024 | $83,388 | $50,437 | $32,951 | — | — |
| 2023 | $73,366 | $43,127 | $30,239 | — | — |
| 2022 | $74,819 | $68,550 | — | — | — |