Plan Snapshot
- Plan Sponsor: Living In Fulfilling Environme
- Sponsor EIN: 050425244
- Sponsor Address: 490 METACOM AVE, BRISTOL, RI, 028095221
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $4.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 208 | $4.9M | $91,055 | $267,720 |
| 2023 | 198 | $4.7M | $91,054 | $262,528 |
| 2022 | 174 | $4.0M | $81,426 | $230,497 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $633,002 | — | $1,062 | — | — |
| 2023 | $793 | — | — | — | — |
| 2022 | $1,057 | — | — | — | — |