Plan Snapshot
- Plan Sponsor: Ron Bouchard'S Auto Sales, INC. D/B/A Honda Store
- Sponsor EIN: 042927994
- Sponsor Address: 476 SOUTHBRIDGE STREET, AUBURN, MA, 01501
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 166 | $5.7M | $74,920 | $590,693 |
| 2023 | 170 | $5.5M | $54,358 | $551,877 |
| 2022 | 150 | $4.3M | $50,983 | $458,559 |
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 |
|---|---|---|---|---|
| TSS FINANCIAL PARTNERS, 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 | $50,244 | — | — | — | — |
| 2023 | $44,380 | — | — | — | — |
| 2022 | $48,218 | — | — | — | — |