Plan Snapshot
- Plan Sponsor: Tighe & Bond, INC.
- Sponsor EIN: 042821431
- Sponsor Address: 53 SOUTHAMPTON ROAD, WESTFIELD, MA, 01085
- Plan Type: 401(k)
- Total Participants: 589
- Total Assets: $186.2M
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 | 589 | $186.2M | $4.7M | $6.8M |
| 2023 | 525 | $151.9M | $3.5M | $5.5M |
| 2022 | 475 | $125.3M | $3.3M | $4.8M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | $87,802 | $26,002 | — | — | — |
| 2023 | $83,175 | $28,536 | — | — | — |
| 2022 | $73,740 | $24,257 | — | — | — |