Plan Snapshot
- Plan Sponsor: Transom Post Opco, LLC
- Sponsor EIN: 920593842
- Sponsor Address: 117 SOUTH STREET, HOPKINTON, MA, 01748
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $8.8M
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 | 118 | $8.8M | $659,126 | $1.4M |
| 2023 | 133 | $7.2M | $427,209 | $995,656 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $35,480 | — | $35,480 |
| ALLIANT INSURANCE SERVICES | Other Service Provider | $19,897 | $4,106 | $24,003 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,166 | — | $7,166 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,649
- Estimated Expense Ratio: 0.755% of plan assets
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 | $58,319 | $7,166 | $19,897 | — | — |
| 2023 | — | — | — | — | — |