Plan Snapshot
- Plan Sponsor: R.H. White Construction Co., INC.
- Sponsor EIN: 042133102
- Sponsor Address: 41 CENTRAL STREET, AUBURN, MA, 01501
- Plan Type: 401(k)
- Total Participants: 520
- Total Assets: $70.4M
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. |
|---|---|---|---|---|
| 2024 | 520 | $70.4M | $3.2M | $3.2M |
| 2023 | 479 | $59.7M | $2.6M | $2.8M |
| 2022 | 419 | $51.3M | $1.9M | $2.4M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $144,343 | — | — | — | — |
| 2023 | $121,624 | — | $39,000 | $8,175 | — |
| 2022 | $128,318 | — | — | — | — |