# Choate, Hall & Stewart LLP DC Plan
Source: https://planprovider.pro/companies/choate-hall-stewart-llp-plan-001

> Choate, Hall & Stewart LLP's DC plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Choate, Hall & Stewart LLP

- **Sponsor EIN:** 041175860

- **Sponsor Address:** 2 INTERNATIONAL PL, BOSTON, MA, 021104104

- **Plan Type:** DC

- **Total Participants:** 335

- **Total Assets:** $178.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|335|$178.9M|$6.3M|$0|

| 2023|314|$172.2M|$5.9M|$0|

| 2022|284|$141.1M|$5.2M|$0|

## 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|$21,221|—|$21,221|

| VANGUARD ADVISERS INC.|NONE|$6,825|—|$6,825|

| 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,046

- **Estimated Expense Ratio:** 0.016% 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|$28,045|—|—|—|—|

| 2023|$28,340|—|—|—|—|

| 2022|$29,700|—|—|—|—|

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