Plan Snapshot
- Plan Sponsor: Brown Rudnick LLP
- Sponsor EIN: 043108175
- Sponsor Address: ONE FINANCIAL CENTER, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $47.1M
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 | 275 | $47.1M | $3.2M | $1.5M |
| 2023 | 233 | $38.4M | $2.9M | $1.5M |
| 2022 | 260 | $31.7M | $2.7M | $1.4M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $88,726 | $40,227 | $17,350 | — | — |
| 2023 | $99,122 | $37,120 | $35,598 | — | — |
| 2022 | $76,339 | $20,850 | — | — | $32,039 |