Plan Snapshot
- Plan Sponsor: Sanborn, Head & Associates, INC.
- Sponsor EIN: 020463099
- Sponsor Address: 6 BEDFORD FARMS DR, BEDFORD, NH, 031106532
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $38.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 168 | $38.8M | $664,500 | $1.7M |
| 2023 | 183 | $35.6M | $663,000 | $1.7M |
| 2022 | 179 | $29.3M | $676,348 | $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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, LLP — Auditor
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 | $86,249 | $36,545 | $49,704 | — | — |
| 2023 | $77,819 | — | — | — | — |
| 2022 | $58,056 | — | — | — | — |