Plan Snapshot
- Plan Sponsor: Plimoth Patuxet Museums, INC.
- Sponsor EIN: 042210750
- Sponsor Address: PO BOX 1620, PLYMOUTH, MA, 023621620
- Plan Type: DC
- Total Participants: 88
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 88 | $3.1M | $0 | $119,228 |
| 2023 | 90 | $3.0M | $0 | $115,011 |
| 2022 | 101 | $2.7M | $0 | $156,112 |
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 |
|---|---|---|---|---|
| THE HILB GROUP OF NEW ENGLAND | Recordkeeper | $18,646 | — | $18,646 |
| NATIONWIDE | Recordkeeper | $13,440 | $614 | $14,054 |
| CAPITAL ANALYSTS, INC. | Investment Advisor | $11,458 | — | $11,458 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,158
- Estimated Expense Ratio: 1.435% of plan assets
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 | $36,929 | — | — | — | — |
| 2023 | $35,782 | — | — | — | — |
| 2022 | — | — | — | — | — |