Plan Snapshot
- Plan Sponsor: Campbell Conroy & O'Neil Professional Corporation
- Sponsor EIN: 042781045
- Sponsor Address: 20 CITY SQUARE, BOSTON, MA, 02129
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $53.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 86 | $53.1M | $1.1M | $1.1M |
| 2023 | 82 | $46.3M | $1.1M | $1.1M |
| 2022 | 72 | $38.1M | $987,010 | $1.0M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPER | Recordkeeper | $74,346 | — | $74,346 |
| WOLF & CO | Other Service Provider | $23,500 | — | $23,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OPER — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,846
- Estimated Expense Ratio: 0.184% 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 | $15,997 | — | — | — | — |
| 2023 | $10,939 | $68,615 | — | $22,500 | — |
| 2022 | $1,505 | — | — | — | — |