Plan Snapshot
- Plan Sponsor: Plansee Usa LLC
- Sponsor EIN: 861098359
- Sponsor Address: 115 CONSTITUTION BLVD, FRANKLIN, MA, 02038
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $26.8M
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 | 149 | $26.8M | $582,720 | $1.2M |
| 2023 | 152 | $23.9M | $474,147 | $987,885 |
| 2022 | 128 | $14.4M | $381,150 | $817,616 |
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 |
|---|---|---|---|---|
| O'CONNOR, MALONEY & CO. P.C. | 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 | $5,377 | $1,882 | — | — | — |
| 2023 | $4,692 | $1,566 | — | — | — |
| 2022 | $4,705 | $3,174 | — | — | — |