Plan Snapshot
- Plan Sponsor: Choate, Hall & Stewart LLP
- Sponsor EIN: 041175860
- Sponsor Address: 2 INTERNATIONAL PL, BOSTON, MA, 021104104
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $148.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 333 | $148.1M | $1.7M | $4.2M |
| 2023 | 300 | $138.1M | $1.4M | $3.5M |
| 2022 | 272 | $112.2M | $1.3M | $3.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $21,880 | — | $21,880 |
| VANGUARD ADVISERS INC. | NONE | $9,585 | — | $9,585 |
| WS CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,465
- Estimated Expense Ratio: 0.021% 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 | $30,559 | — | — | — | — |
| 2023 | $42,509 | — | — | — | — |
| 2022 | $41,818 | — | — | — | — |