Plan Snapshot
- Plan Sponsor: The Hollister Group INC
- Sponsor EIN: 271171162
- Sponsor Address: 28 STATE STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $5.1M
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 | 60 | $5.1M | $26,350 | $475,676 |
| 2023 | 168 | $6.5M | $33,186 | $567,358 |
| 2022 | 289 | $5.1M | $38,868 | $612,132 |
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 |
|---|---|---|---|---|
| EDELSTEIN AND COMPANY 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 | $2,895,242 | — | -$3,666 | — | — |
| 2023 | $256,436 | — | -$1,536 | — | — |
| 2022 | $4,910 | — | — | — | — |