Plan Snapshot
- Plan Sponsor: Wind River Environmental, LLC
- Sponsor EIN: 043487677
- Sponsor Address: 46 LIZOTTE DRIVE SUITE 1000, MARLBOROUGH, MA, 01752
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,503
- Total Assets: $31.9M
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. |
|---|---|---|---|---|
| 2025 | 1,503 | $31.9M | $0 | $0 |
| 2024 | 1,186 | $24.8M | $1.2M | $4.3M |
| 2023 | 993 | $19.2M | $758,791 | $3.7M |
| 2022 | 840 | $14.8M | $621,601 | $3.1M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $123,632 | — | $123,632 |
| KESTRA ADVISORY SERVICES | Investment Advisor | $64,267 | — | $64,267 |
| CARON & BLETZER, PLLC | Other Service Provider | $10,285 | — | $10,285 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,184
- Estimated Expense Ratio: 0.622% 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 | $3,746,174 | $68,288 | — | $10,285 | — |
| 2024 | $170,810 | $49,655 | — | — | — |
| 2023 | $132,650 | $38,315 | — | — | — |
| 2022 | $122,280 | — | — | — | — |