Plan Snapshot
- Plan Sponsor: Palmer And Sicard, INC.
- Sponsor EIN: 020396330
- Sponsor Address: 89 HOLLAND WAY, EXETER, NH, 038332937
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $10.1M
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 | 112 | $10.1M | $0 | $640,455 |
| 2023 | 123 | $8.7M | $0 | $538,507 |
| 2022 | 111 | $6.8M | $0 | $428,069 |
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 |
|---|---|---|---|---|
| E.J. CALLAHAN & ASSOCIATES | 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 | $45,149 | — | $45,149 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |