Plan Snapshot
- Plan Sponsor: The Society For The Preservation Of New
- Sponsor EIN: 042104937
- Sponsor Address: 151 ESSEX STREET, HAVERHILL, MA, 018325564
- Plan Type: DC
- Total Participants: 99
- Total Assets: $17.4M
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 | 99 | $17.4M | $201,921 | $690,288 |
| 2023 | 90 | $17.5M | $188,560 | $592,571 |
| 2022 | 80 | $15.0M | $166,910 | $524,990 |
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 |
|---|---|---|---|---|
| BOLLUS LYNCH, 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 | $28,775 | $28,775 | — | — | — |
| 2023 | $22,472 | $22,472 | — | — | — |
| 2022 | $22,286 | $22,286 | — | — | — |