Plan Snapshot
- Plan Sponsor: Tremblays Bus Company
- Sponsor EIN: 201259842
- Sponsor Address: 284 MYRTLE STREET, NEW BEDFORD, MA, 02746
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 426 | $5.1M | $201,125 | $371,439 |
| 2023 | 309 | $4.5M | $177,208 | $331,291 |
| 2022 | 194 | $3.8M | $143,853 | $289,015 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, 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 | $5,301 | — | $5,301 | — | — |
| 2023 | $2,842 | — | $2,842 | — | — |
| 2022 | $1,003 | — | $1,003 | — | — |