Plan Snapshot
- Plan Sponsor: Matter Surfaces, INC.
- Sponsor EIN: 042504157
- Sponsor Address: 179 CAMPANELLI PARKWAY, STOUGHTON, MA, 020723734
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $18.5M
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 | 138 | $18.5M | $386,342 | $989,202 |
| 2023 | 135 | $16.7M | $402,245 | $1.0M |
| 2022 | 137 | $13.2M | $326,102 | $847,372 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,986 | — | $35,986 |
| MML INVESTOR SERVICES LLC | ADVISOR | $20,000 | — | $20,000 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,986
- Estimated Expense Ratio: 0.303% 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 | $55,986 | $20,000 | — | — | — |
| 2023 | $51,397 | $20,000 | — | — | — |
| 2022 | $44,228 | — | — | — | — |