Plan Snapshot
- Plan Sponsor: Tk&K Services, L.L.C.
- Sponsor EIN: 208227276
- Sponsor Address: 719 HALE STREET, BEVERLY, MA, 01915
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 251 | $7.2M | $623,622 | $339,570 |
| 2023 | 189 | $5.7M | $607,785 | $265,612 |
| 2022 | 186 | $4.5M | $575,803 | $243,394 |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR FERON&CARUCCI LLP | 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 | $4,900 | — | $4,450 | — | — |
| 2023 | $5,350 | — | $3,000 | — | — |
| 2022 | $5,500 | — | — | — | — |