Plan Snapshot
- Plan Sponsor: Weston & Sampson
- Sponsor EIN: 042601194
- Sponsor Address: 55 WALKERS BROOK DRIVE, READING, MA, 01867
- Plan Type: 401(k)
- Total Participants: 923
- Total Assets: $150.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 923 | $150.3M | $1.9M | $7.8M |
| 2023 | 767 | $127.7M | $1.7M | $6.8M |
| 2022 | 704 | $98.5M | $1.5M | $5.9M |
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 |
|---|---|---|---|---|
| TONNESON COMPANY PC | 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 | $21,736 | $95,402 | — | — | — |
| 2023 | $13,297 | $22,016 | $300 | — | — |
| 2022 | -$12,730 | $16,620 | — | — | — |