Plan Snapshot
- Plan Sponsor: The Home For Little Wanderers, INC.
- Sponsor EIN: 042104764
- Sponsor Address: 72-74 EAST DEDHAM STREET, BOSTON, MA, 02135
- Plan Type: 401(k)
- Total Participants: 822
- Total Assets: $42.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 822 | $42.1M | $1.2M | $3.3M |
| 2023 | 757 | $35.5M | $1.0M | $2.8M |
| 2022 | 721 | $29.9M | $969,130 | $2.4M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD. | 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 | $105,662 | — | $105,662 | — | — |
| 2023 | $89,786 | — | $89,786 | — | — |
| 2022 | $89,771 | — | $89,771 | — | — |