Plan Snapshot
- Plan Sponsor: Brown Rudnick LLP
- Sponsor EIN: 043108175
- Sponsor Address: ONE FINANCIAL CENTER, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $140.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 280 | $140.5M | $729,192 | $3.0M |
| 2023 | 280 | $128.1M | $762,700 | $3.2M |
| 2022 | 280 | $109.9M | $641,160 | $2.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $35,685 | — | $35,685 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $34,923 | — | $34,923 |
| BLEAKLEY FINANCIAL GROUP LLC | Recordkeeper | $25,839 | — | $25,839 |
| CARON & BLETZER PLLC | Auditor | $22,345 | — | $22,345 |
| CREATIVE PLANNING LLC | Investment Advisor | $17,232 | — | $17,232 |
| PARKER BROWN MACAULAY AND SHEE | Other Service Provider | $15,114 | — | $15,114 |
| CAMBRIDGE INVESTMENT RESEARCH | Other Service Provider | $9,671 | — | $9,671 |
| FIRST STATE TRUST COMPANY | Other Service Provider | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- BLEAKLEY FINANCIAL GROUP LLC — Recordkeeper
- CARON & BLETZER PLLC — Auditor
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,309
- Estimated Expense Ratio: 0.119% 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 | $168,391 | $88,747 | $30,033 | — | — |
| 2023 | $177,968 | $68,445 | $66,285 | — | — |
| 2022 | $105,470 | $32,523 | — | — | $46,540 |