Plan Snapshot
- Plan Sponsor: Severino Trucking Co., INC.
- Sponsor EIN: 020367181
- Sponsor Address: PO BOX 202, CANDIA, NH, 03034
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $12.8M
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 | 179 | $12.8M | $197,559 | $808,708 |
| 2023 | 171 | $11.0M | $176,543 | $698,762 |
| 2022 | 158 | $8.8M | $145,488 | $667,313 |
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 |
|---|---|---|---|---|
| NATHAN WECHSLER & COMPANY, P.A. | 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 | $52,166 | $28,150 | — | — | — |
| 2023 | $42,554 | $23,221 | — | — | — |
| 2022 | $39,931 | — | — | — | — |