Plan Snapshot
- Plan Sponsor: Stavis Seafoods, LLC
- Sponsor EIN: 823243673
- Sponsor Address: 1 SEAFOOD WAY, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $16.0M
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 | 230 | $16.0M | $0 | $750,150 |
| 2023 | 177 | $16.8M | $0 | $759,922 |
| 2022 | 185 | $15.7M | $0 | $618,345 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $13,765 | — | $13,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,765
- Estimated Expense Ratio: 0.086% of plan assets
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 | $113,489 | $12,500 | — | $13,765 | — |
| 2023 | $45,108 | $12,718 | — | $9,500 | — |
| 2022 | $41,893 | — | — | — | — |