Plan Snapshot
- Plan Sponsor: The October Company, INC.
- Sponsor EIN: 042946192
- Sponsor Address: 51 FERRY STREET, EASTHAMPTON, MA, 01027
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $21.6M | $626,071 | $345,292 |
| 2023 | 136 | $19.7M | $634,734 | $318,135 |
| 2022 | 132 | $16.3M | $613,850 | $332,529 |
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 |
|---|---|---|---|---|
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — Auditor
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 | $80,228 | $80,228 | — | — | — |
| 2023 | $65,115 | $65,115 | — | — | — |
| 2022 | $64,563 | $64,563 | — | — | — |