Plan Snapshot
- Plan Sponsor: R.G. Vanderweil Engineers, LLP
- Sponsor EIN: 042452980
- Sponsor Address: 274 SUMMER STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 674
- Total Assets: $154.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 674 | $154.6M | $0 | $0 |
| 2024 | 479 | $138.4M | $2.0M | $5.1M |
| 2023 | 459 | $118.4M | $1.8M | $4.5M |
| 2022 | 424 | $98.4M | $1.7M | $4.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $87,802 | — | $87,802 |
| SHEPHERD FINANCIAL PARTNERS LLC | Investment Advisor | $47,500 | — | $47,500 |
| BAKER TILLY US LLP | Auditor | $22,575 | — | $22,575 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,877
- Estimated Expense Ratio: 0.102% 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 |
|---|---|---|---|---|---|
| 2025 | $13,408,745 | $47,500 | — | $22,575 | — |
| 2024 | $154,060 | $47,499 | — | $20,475 | — |
| 2023 | $142,726 | $47,500 | — | $18,500 | — |
| 2022 | $136,541 | $47,500 | $71,541 | — | $17,500 |