Plan Snapshot
- Plan Sponsor: United Comb And Novelty
- Sponsor EIN: 042616356
- Sponsor Address: 33 PATRIOT CIRCLE, LEOMINSTER, MA, 01453
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $7,066
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 | 14 | $7,066 | $148,319 | $470,512 |
| 2023 | 296 | $6.0M | $110,188 | $626,483 |
| 2022 | 271 | $5.3M | $99,827 | $579,030 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $7,485,528 | — | $21,250 | — | — |
| 2023 | $31,771 | $25,774 | — | — | — |
| 2022 | $30,267 | — | — | — | — |