Plan Snapshot
- Plan Sponsor: Choate Hall & Stewart LLP
- Sponsor EIN: 041175860
- Sponsor Address: 2 INTERNATIONAL PL, BOSTON, MA, 021104104
- Plan Type: DC
- Total Participants: 168
- Total Assets: $51.3M
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 | 168 | $51.3M | $79 | $2.6M |
| 2023 | 169 | $41.8M | $0 | $2.7M |
| 2022 | 183 | $35.4M | $0 | $2.6M |
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 |
|---|---|---|---|---|
| WS CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,948 | — | — | — | — |
| 2023 | $15,822 | — | — | — | — |
| 2022 | $14,769 | — | — | — | — |