Plan Snapshot
- Plan Sponsor: Potpourri Group, INC.
- Sponsor EIN: 522078918
- Sponsor Address: 101 BILLERICA AVE, BLDG 2, NORTH BILLERICA, MA, 01862
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $31.1M
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 | 300 | $31.1M | $458,618 | $1.5M |
| 2023 | 345 | $27.3M | $451,819 | $1.5M |
| 2022 | 347 | $24.3M | $499,221 | $1.5M |
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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | N/A | $44,995 | — | $44,995 |
| FIDELITY INVEST INSTL OPS CO LLC | RECORDKEEPER | $19,263 | — | $19,263 |
| BOIVIN & ASSOCIATES, CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS — N/A
- FIDELITY INVEST INSTL OPS CO LLC — RECORDKEEPER
- BOIVIN & ASSOCIATES, CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,258
- Estimated Expense Ratio: 0.207% 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 | $64,258 | $44,995 | — | — | — |
| 2023 | $67,275 | $44,993 | $300 | — | — |
| 2022 | $75,210 | $29,688 | — | — | $1,560 |