Plan Snapshot
- Plan Sponsor: Foley Hoag LLP
- Sponsor EIN: 042150535
- Sponsor Address: 155 SEAPORT BOULEVARD, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 667
- Total Assets: $381.7M
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 | 667 | $381.7M | $8.0M | $10.0M |
| 2023 | 667 | $339.8M | $7.7M | $9.7M |
| 2022 | 663 | $295.2M | $7.3M | $8.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $140,960 | — | $140,960 |
| CAPFINANCIAL PARTNERS | INVESTMENT ADVISORY | $72,716 | — | $72,716 |
| GRAY,GRAY AND GRAY LLP | ACCOUNTANT | $22,494 | — | $22,494 |
| GRAY, GRAY & GRAY, LLP | Auditor | $19,995 | — | $19,995 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY, GRAY & GRAY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $256,165
- Estimated Expense Ratio: 0.067% 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 | $231,970 | $72,716 | $136,760 | $19,995 | — |
| 2023 | $211,794 | $79,781 | $117,019 | — | — |
| 2022 | $217,067 | $68,525 | $135,047 | — | $13,495 |