Plan Snapshot
- Plan Sponsor: Tarbell & Brodich Professional Association
- Sponsor EIN: 020457363
- Sponsor Address: 45 CENTRE STREET, CONCORD, NH, 033014205
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $5.0M
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 | 306 | $5.0M | $265,541 | $379,532 |
| 2023 | 263 | $4.3M | $233,018 | $342,840 |
| 2022 | 201 | $3.6M | $73,749 | $326,076 |
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 |
|---|---|---|---|---|
| BANK OF NEW HAMPSHIRE | NONE | $24,456 | — | $24,456 |
| BENEFIT PLAN ADMIN SERVICES, INC | NONE | $19,891 | — | $19,891 |
| NATHAN WECHSLER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,347
- Estimated Expense Ratio: 0.885% 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 | $44,572 | $5,179 | — | — | — |
| 2023 | $49,016 | $9,623 | — | — | — |
| 2022 | $47,059 | $39,234 | $6,439 | — | — |