Plan Snapshot
- Plan Sponsor: Southworth-Milton INC
- Sponsor EIN: 020258444
- Sponsor Address: 100 QUARRY DRIVE, MILFORD, MA, 01757
- Plan Type: 401(k)
- Total Participants: 1,381
- Total Assets: $156.8M
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 | 1,381 | $156.8M | $4.7M | $12.5M |
| 2023 | 1,304 | $128.5M | $3.4M | $10.6M |
| 2022 | 1,065 | $97.7M | $2.9M | $8.8M |
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 |
|---|---|---|---|---|
| AMBROSI DONAHUE CONGDON & CO., P.C. | 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 | $171,738 | $65,363 | — | — | — |
| 2023 | $60,946 | $59,671 | — | — | — |
| 2022 | $46,486 | $45,436 | — | — | — |