# Foley Hoag LLP 401(k) Plan
Source: https://planprovider.pro/companies/foley-hoag-llp-401k-plan

> Foley Hoag LLP's 401(k) plan: 667 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/gray-gray-and-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|

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