Plan Snapshot
- Plan Sponsor: Recover Together, INC.
- Sponsor EIN: 464126690
- Sponsor Address: 111 SOUTH BEDFORD STREET, BURLINGTON, MA, 018035145
- Plan Type: 401(k)
- Total Participants: 691
- Total Assets: $11.3M
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 | 691 | $11.3M | $661,431 | $2.7M |
| 2023 | 696 | $8.6M | $607,516 | $2.4M |
| 2022 | 607 | $5.4M | $485,634 | $1.9M |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM LLC | 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 | $40,016 | — | — | — | — |
| 2023 | $31,549 | — | — | — | — |
| 2022 | $12,875 | — | — | — | — |