# Officeworks, INC. 401(k) Plan
Source: https://planprovider.pro/companies/officeworks-inc-plan

> Officeworks, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

## Similar Plans

- [Design Communications, Ltd.](https://planprovider.pro/companies/design-communications-ltd-401k-plan) — 274 participants

- [Hirsch Construction Corp.](https://planprovider.pro/companies/hirsch-construction-corp-401k-plan) — 47 participants

- [Designer Advantage INC](https://planprovider.pro/companies/designer-advantage-inc-401k-plan) — 36 participants

- [Winning Solutions, INC.](https://planprovider.pro/companies/winning-solutions-inc-401k-plan) — 21 participants

- [Allison Advertising, INC. D/B/A Allison Associates](https://planprovider.pro/companies/allison-advertising-inc-d-b-a-allison-associates-401k-plan) — 12 participants

- [Red Mill Graphics, INC](https://planprovider.pro/companies/red-mill-graphics-inc-plan) — 12 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/officeworks-inc-plan)

© 2026 PlanProvider.Pro