Plan Snapshot
- Plan Sponsor: New England Bakery Drivers And Its Member Local Unions
- Sponsor EIN: 222930352
- Sponsor Address: 53 GOFFSTOWN ROAD, SUITE A, MANCHESTER, NH, 03102
- Plan Type: DC
- Total Participants: 6,528
- Total Assets: $67.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 6,528 | $67.3M | $5.5M | $2.7M |
| 2023 | 5,419 | $55.4M | $4.4M | $2.3M |
| 2022 | 4,389 | $42.7M | $3.2M | $1.7M |
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 |
|---|---|---|---|---|
| D'ARCANGELO & CO, LLP | Auditor | $12,510 | — | $12,510 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,510
- Estimated Expense Ratio: 0.019% 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 | $204,227 | — | $17,710 | $12,510 | — |
| 2023 | $163,161 | — | $24,210 | $12,110 | — |
| 2022 | $181,741 | — | $42,286 | — | $46,378 |