Plan Snapshot
- Plan Sponsor: William F Fenton, LLC
- Sponsor EIN: 020396507
- Sponsor Address: 591 MONADNOCK HIGHWAY, EAST SWANZEY, NH, 03446
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $10.9M
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. |
|---|---|---|---|---|
| 2024 | 170 | $10.9M | $292,828 | $717,588 |
| 2023 | 175 | $11.7M | $300,956 | $710,720 |
| 2022 | 165 | $10.3M | $310,592 | $706,524 |
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 |
|---|---|---|---|---|
| ALBIN, RANDALL & BENNETT | 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 | $44,557 | — | — | — | — |
| 2023 | $36,828 | — | — | — | — |
| 2022 | $34,092 | — | $34,092 | — | — |