Plan Snapshot
- Plan Sponsor: Northstar Recycling Company, LLC
- Sponsor EIN: 800712196
- Sponsor Address: PERSONAL AND CONFIDENTIAL, EAST LONGMEADOW, MA, 010282744
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $12.9M
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 | 225 | $12.9M | $613,290 | $1.1M |
| 2023 | 213 | $10.2M | $547,269 | $994,105 |
| 2022 | 178 | $7.1M | $405,834 | $719,561 |
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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEYERS BROTHERS KALICKA, PC — 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 | $2,199 | — | — | — | — |
| 2023 | $1,060 | — | — | — | — |
| 2022 | $4,353 | — | — | — | — |