# Plumb House, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plumb-house-inc-401k-plan

> Plumb House, INC.'s 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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