Plan Snapshot
- Plan Sponsor: W. E. Aubuchon Co., INC.
- Sponsor EIN: 041050290
- Sponsor Address: 95 AUBUCHON DRIVE, WESTMINSTER, MA, 01473
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,994
- Total Assets: $64.4M
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. |
|---|---|---|---|---|
| 2025 | 2,994 | $64.4M | $0 | $0 |
| 2024 | 1,896 | $58.1M | $1.3M | $3.4M |
| 2023 | 1,416 | $52.0M | $1.3M | $3.2M |
| 2022 | 1,394 | $42.8M | $1.1M | $2.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $68,485 | — | $68,485 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $24,668 | — | $24,668 |
| CARON & BLETZER, PLLC | Auditor | $14,900 | — | $14,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,053
- Estimated Expense Ratio: 0.168% of plan assets
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 | $8,080,224 | $24,668 | — | $14,900 | — |
| 2024 | $128,159 | $17,263 | — | $28,000 | — |
| 2023 | $155,673 | $16,706 | — | — | — |
| 2022 | $156,081 | $17,123 | — | — | — |