Plan Snapshot
- Plan Sponsor: Tresca Brothers Sand And Gravel, INC.
- Sponsor EIN: 042269364
- Sponsor Address: 66 MAIN STREET, MILLIS, MA, 02054
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $13.9M
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 | 118 | $13.9M | $270,299 | $413,373 |
| 2023 | 81 | $12.7M | $267,900 | $463,902 |
| 2022 | 81 | $11.8M | $267,348 | $437,678 |
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 |
|---|---|---|---|---|
| EJ CALLAHAN & ASSOCIATES,INC. | 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 | $83,081 | $63,574 | — | — | — |
| 2023 | $69,245 | $60,745 | — | — | — |
| 2022 | $68,244 | $68,244 | — | — | — |