Plan Snapshot
- Plan Sponsor: Poulin Grain, INC.
- Sponsor EIN: 030223982
- Sponsor Address: 24 RAILROAD SQUARE, NEWPORT, VT, 05855
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $29.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 138 | $29.0M | $493,552 | $733,575 |
| 2023 | 127 | $25.6M | $471,364 | $698,524 |
| 2022 | 115 | $21.6M | $438,452 | $648,657 |
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 |
|---|---|---|---|---|
| MCSOLEY, MCCOY, & COMPANY | 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 | $40,347 | $3,580 | $300 | — | — |
| 2023 | $33,605 | $749 | $1,200 | — | — |
| 2022 | $33,715 | $286 | — | — | — |