Plan Snapshot
- Plan Sponsor: M.S. Company, INC.
- Sponsor EIN: 041565570
- Sponsor Address: 61 SCHOOL STREET, ATTLEBORO, MA, 02703
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $3.4M | $213,166 | $341,552 |
| 2023 | 113 | $4.0M | $186,133 | $303,244 |
| 2022 | 102 | $3.2M | $165,995 | $254,791 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $25,653 | — | $25,653 | — | — |
| 2023 | $23,231 | — | $23,231 | — | — |
| 2022 | $22,786 | — | $22,786 | — | — |