Plan Snapshot
- Plan Sponsor: The Dolben Company, INC.
- Sponsor EIN: 043098422
- Sponsor Address: 150 PRESIDENTIAL WAY, WOBURN, MA, 01801
- Plan Type: 401(k)
- Total Participants: 435
- Total Assets: $31.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 435 | $31.3M | $797,943 | $2.0M |
| 2023 | 352 | $26.7M | $719,939 | $1.8M |
| 2022 | 334 | $21.7M | $640,405 | $1.6M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | ADVISOR | $47,471 | — | $47,471 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $22,212 | — | $22,212 |
| PKF OCONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PKF OCONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,683
- Estimated Expense Ratio: 0.222% 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 | $73,685 | $51,473 | — | — | — |
| 2023 | $57,013 | $41,905 | — | — | — |
| 2022 | $61,415 | $3,665 | — | — | — |