Plan Snapshot
- Plan Sponsor: New England Lead Burning Co., INC.
- Sponsor EIN: 041662380
- Sponsor Address: 2 BURLINGTON WOODS, SUITE 300, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 131 | $18.2M | $377,251 | $988,202 |
| 2023 | 125 | $15.5M | $226,356 | $734,644 |
| 2022 | 106 | $12.8M | $188,671 | $796,210 |
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 |
|---|---|---|---|---|
| STOWE AND DEGON | 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 | -$4,970 | — | — | — | — |
| 2023 | -$5,013 | — | — | — | — |
| 2022 | -$32 | — | — | — | — |