Plan Snapshot
- Plan Sponsor: Supply New England, INC.
- Sponsor EIN: 042035971
- Sponsor Address: 123 EAST STREET, ATTLEBORO, MA, 027033953
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $14.2M
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 | 150 | $14.2M | $393,280 | $823,971 |
| 2023 | 154 | $12.6M | $362,167 | $720,421 |
| 2022 | 149 | $10.4M | $339,036 | $643,173 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 | $26,840 | $22,639 | $2,999 | — | — |
| 2023 | $31,656 | $26,843 | $3,013 | — | — |
| 2022 | $26,832 | $23,348 | $2,099 | — | — |