Plan Snapshot
- Plan Sponsor: Longs Jewelers, Ltd
- Sponsor EIN: 042778559
- Sponsor Address: 60 A SOUTH AVENUE, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 170 | $16.8M | $474,657 | $1.0M |
| 2023 | 136 | $13.3M | $203,804 | $605,231 |
| 2022 | 125 | $10.9M | $177,884 | $559,759 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $79,066 | $5,977 | $71,964 | — | — |
| 2023 | $72,466 | $4,712 | $66,924 | — | — |
| 2022 | $80,491 | $4,391 | — | — | $76,100 |