Plan Snapshot
- Plan Sponsor: Officeworks, INC.
- Sponsor EIN: 043266064
- Sponsor Address: 149 MIDDLESEX TURNPIKE, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $17.7M
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 | 163 | $17.7M | $631,136 | $1.4M |
| 2023 | 135 | $13.9M | $465,608 | $1.1M |
| 2022 | 109 | $9.6M | $400,205 | $763,961 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $45,247 | $39,405 | $4,612 | — | — |
| 2023 | $31,763 | — | $1,360 | — | — |
| 2022 | $30,013 | — | $3,715 | — | — |