Plan Snapshot
- Plan Sponsor: Plumb House, INC.
- Sponsor EIN: 042535487
- Sponsor Address: 10 COMMERCIAL WAY, MILFORD, MA, 017573587
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 142 | $16.8M | $1.1M | $1.1M |
| 2023 | 152 | $13.5M | $806,498 | $1.0M |
| 2022 | 151 | $10.3M | $463,822 | $940,126 |
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 |
|---|---|---|---|---|
| EJ CALLAHAN & ASSOCIATES, LLC | 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 | $41,936 | $35,470 | — | — | — |
| 2023 | $34,750 | $30,161 | — | — | — |
| 2022 | $32,660 | $28,299 | — | — | $4,361 |