Plan Snapshot
- Plan Sponsor: William J. White Educational And Behavioral Consulting Services, INC
- Sponsor EIN: 020495095
- Sponsor Address: PO BOX 1150, ASHLAND, NH, 03217
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 76
- Total Assets: $26,236
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 76 | $26,236 | $0 | $0 |
| 2024 | 72 | $10,662 | $572,580 | $194,977 |
| 2023 | 68 | $63,103 | $462,837 | $190,229 |
| 2022 | 112 | $50,572 | $394,085 | $139,086 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $55,011 | — | $55,011 |
| HEALTH PLANS, INC. | Other Service Provider | $45,352 | — | $45,352 |
| GRANITE GROUP BENEFITS | Investment Advisor | $39,060 | — | $39,060 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,423
- Estimated Expense Ratio: 531.419% 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 | $413,460 | — | — | — | — |
| 2024 | $1,364,425 | — | — | — | — |
| 2023 | $500,778 | — | — | — | — |
| 2022 | $595,367 | — | — | — | — |