Plan Snapshot
- Plan Sponsor: Whitridge Associates, INC.
- Sponsor EIN: 043155904
- Sponsor Address: 50 THOMAS PATTEN DR, RANDOLPH, MA, 02368
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $11.8M
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 | 86 | $11.8M | $142,949 | $806,014 |
| 2023 | 99 | $10.7M | $216,715 | $883,621 |
| 2022 | 107 | $8.8M | $213,603 | $911,942 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO. | SERVICE PROVIDER | $8,208 | — | $8,208 |
| ASCENSUS C/O FUTURE PLAN | THIRD PARTY ADMINISTRATO | — | $5,528 | $5,528 |
| STOWE & DEGON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOWE & DEGON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,736
- Estimated Expense Ratio: 0.117% 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 |
|---|---|---|---|---|---|
| 2024 | $12,161 | — | $12,161 | — | — |
| 2023 | $3,313 | — | $3,313 | — | — |
| 2022 | $3,785 | — | $3,785 | — | — |