Plan Snapshot
- Plan Sponsor: Cresa Partners Boston INC
- Sponsor EIN: 042887907
- Sponsor Address: 280 CONGRESS STREET, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $39.9M
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 | 95 | $39.9M | $2.9M | $1.4M |
| 2023 | 130 | $35.1M | $1.6M | $1.3M |
| 2022 | 103 | $27.5M | $1.1M | $925,187 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH - EPS | Other Service Provider | $57,903 | — | $57,903 |
| JOHN HANCOCK LIFE INSURANCE CO USA | Recordkeeper | $1,494 | $55,846 | $57,340 |
| MERRILL LYNCH - FAS | Other Service Provider | $38,602 | — | $38,602 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO USA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,845
- Estimated Expense Ratio: 0.386% 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 | $154,489 | $96,505 | $55,109 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |