Plan Snapshot
- Plan Sponsor: Burns & Levinson LLP
- Sponsor EIN: 042265163
- Sponsor Address: 125 HIGH STREET, BOSTON, MA, 02110
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $1.1M | $1.8M |
| 2023 | 122 | $82.5M | $1.4M | $2.0M |
| 2022 | 125 | $67.7M | $1.4M | $2.0M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS | Other Service Provider | $56,000 | — | $56,000 |
| SHOREPOINT CAPITAL PARTNERS LLC | Other Service Provider | $29,124 | — | $29,124 |
| MARCUM LLP | Other Service Provider | $27,810 | — | $27,810 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $21,326 | — | $21,326 |
| DIMEO SCHNEIDER & ASSOCIATES LLC | Other Service Provider | $14,000 | — | $14,000 |
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $10,596 | — | $10,596 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,856
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |