Plan Snapshot
- Plan Sponsor: Woods Hole Group
- Sponsor EIN: 043408801
- Sponsor Address: 107 WATERHOUSE RD, BOURNE, MA, 02532
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $15.2M
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 | 90 | $15.2M | $470,328 | $857,430 |
| 2023 | 89 | $15.4M | $413,952 | $765,332 |
| 2022 | 76 | $14.0M | $417,871 | $715,864 |
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 |
|---|---|---|---|---|
| DAMIANO BURK & NUTTALL P.C. | 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 | $68,785 | $67,655 | — | — | — |
| 2023 | $48,437 | $36,949 | — | — | — |
| 2022 | $98,081 | $54,016 | — | — | — |