Plan Snapshot
- Plan Sponsor: V. H. Blackinton & Co., INC.
- Sponsor EIN: 042547781
- Sponsor Address: 221 JOHN L DIETSCH BLVD, NORTH ATTLEBOROUGH, MA, 02763
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $14.7M
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. |
|---|---|---|---|---|
| 2025 | 158 | $14.7M | $0 | $0 |
| 2024 | 164 | $13.8M | $0 | $0 |
| 2023 | 175 | $11.8M | $0 | $0 |
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 AND 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 |
|---|---|---|---|---|---|
| 2025 | $39,580 | $28,523 | — | — | — |
| 2024 | $36,091 | $26,267 | — | — | — |
| 2023 | $36,464 | $27,363 | $9,101 | — | — |