# Southworth Development LLC 401(k) Plan
Source: https://planprovider.pro/companies/southworth-development-llc-401k-plan

> Southworth Development LLC's 401(k) plan: 349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southworth Development LLC

- **Sponsor EIN:** 202759238

- **Sponsor Address:** 130 WILLOWBEND DRIVE, MASHPEE, MA, 02649

- **Plan Type:** 401(k)

- **Total Participants:** 349

- **Total Assets:** $12.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|349|$12.3M|$446,841|$949,737|

| 2023|273|$10.1M|$333,052|$766,628|

| 2022|142|$9.0M|$313,734|$694,685|

## 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|

| BOIVIN & ASSOCIATES, CPA'S PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOIVIN & ASSOCIATES, CPA'S PLLC](https://planprovider.pro/provider/boivin-and-associates-cpas-pllc) — 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|$34,021|$18,555|—|—|—|

| 2023|$48,994|—|—|—|—|

| 2022|$46,535|$22,306|$24,229|—|—|

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