Plan Snapshot
- Plan Sponsor: New England Automobile Dealers Insurance Trust
- Sponsor EIN: 042084077
- Sponsor Address: 541 HARVARD STREET, EAST BRIDGEWATER, MA, 02333
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,992
- Total Assets: $381,607
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,992 | $381,607 | $1.9M | $0 |
| 2023 | 1,907 | $360,693 | $2.0M | $0 |
| 2022 | 6,092 | $326,143 | $2.1M | $0 |
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 |
|---|---|---|---|---|
| G.T. REILLY & COMPANY | 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 | $279,586 | — | — | — | — |
| 2023 | $288,856 | — | — | — | — |
| 2022 | $307,957 | — | — | — | — |