Plan Snapshot
- Plan Sponsor: Veterans, INC.
- Sponsor EIN: 043098024
- Sponsor Address: 69 GROVE STREET, WORCESTER, MA, 01605
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 245 | $3.0M | $162,666 | $381,351 |
| 2023 | 244 | $2.5M | $139,785 | $380,141 |
| 2022 | 197 | $2.0M | $105,867 | $292,731 |
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 |
|---|---|---|---|---|
| AAFCPAS, 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 | $30,363 | — | — | — | — |
| 2023 | $25,093 | — | — | — | — |
| 2022 | $23,651 | — | — | — | — |