Plan Snapshot
- Plan Sponsor: Tribute Home Care, LLC
- Sponsor EIN: 455420243
- Sponsor Address: 1620 CONCORD ST, FRAMINGHAM, MA, 01701
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $3.1M
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 | 429 | $3.1M | $94,832 | $706,742 |
| 2023 | 422 | $2.2M | $37,360 | $554,094 |
| 2022 | 389 | $1.4M | $0 | $545,059 |
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 |
|---|---|---|---|---|
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — 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 | $30,513 | $14,049 | $12,815 | — | — |
| 2023 | $23,834 | $8,527 | $12,132 | — | — |
| 2022 | $20,396 | $6,130 | $11,316 | — | — |