Plan Snapshot
- Plan Sponsor: Princess House, INC.
- Sponsor EIN: 223320693
- Sponsor Address: 20 CABOT BOULEVARD, MANSFIELD, MA, 020481171
- Plan Type: DC
- Total Participants: 165
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 165 | $36.9M | $714,108 | $1.7M |
| 2023 | 157 | $33.4M | $708,992 | $1.7M |
| 2022 | 171 | $30.3M | $666,073 | $1.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $49,279 | — | $49,279 |
| CAPTRUST | INVESTMENT ADVISORY | $24,212 | $5,000 | $29,212 |
| KING MCNAMARA MORIARTY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPTRUST — INVESTMENT ADVISORY
- KING MCNAMARA MORIARTY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,491
- Estimated Expense Ratio: 0.212% 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 | $73,490 | $24,210 | $49,280 | — | — |
| 2023 | $73,003 | $28,577 | $44,426 | — | — |
| 2022 | $61,857 | $17,051 | $44,806 | — | — |