Plan Snapshot
- Plan Sponsor: Tiber-Ventures INC.
- Sponsor EIN: 043197974
- Sponsor Address: 68 HARRISON AVE, BOSTON, MA, 021111929
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $21.6M
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. |
|---|---|---|---|---|
| 2024 | 6 | $21.6M | $0 | $116,921 |
| 2023 | 18 | $27.6M | $0 | $260,710 |
| 2022 | 18 | $26.5M | $0 | $297,623 |
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 |
|---|---|---|---|---|
| STOWE & DEGON | 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 | $42,602 | $25,205 | — | — | — |
| 2023 | $43,361 | $25,037 | — | — | — |
| 2022 | $44,872 | — | — | — | — |