Plan Snapshot
- Plan Sponsor: The Computer Merchant, Ltd.
- Sponsor EIN: 042703758
- Sponsor Address: 95 LONGWATER CIRCLE, NORWELL, MA, 02061
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $16.8M
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 | 253 | $16.8M | $0 | $732,236 |
| 2023 | 334 | $15.8M | $0 | $720,799 |
| 2022 | 469 | $13.5M | $0 | $786,137 |
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 |
|---|---|---|---|---|
| BA, INC. | 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 | $60,858 | $26,525 | $34,333 | — | — |
| 2023 | $55,868 | $25,000 | $30,868 | — | — |
| 2022 | $54,615 | $25,000 | $29,615 | — | — |