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 | $396,165 | $1.2M |
| 2023 | 129 | $23.9M | $605,583 | $1.6M |
| 2022 | 113 | $18.8M | $458,632 | $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 |
|---|---|---|---|---|
| MARCUM LLP | Investment Advisor | $27,810 | — | $27,810 |
| FIDUCIENT ADVISORS | Investment Advisor | $14,000 | — | $14,000 |
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $8,522 | — | $8,522 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $7,146 | — | $7,146 |
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: $57,478
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 | $43,502 | $2,154 | — | $32,500 | — |
| 2023 | $22,957 | $3,573 | — | — | — |
| 2022 | $1,922 | $1,922 | — | — | — |