Plan Snapshot
- Plan Sponsor: George W. Prescott Publishing Company LLC
- Sponsor EIN: 810584668
- Sponsor Address: 400 CROWN COLONY DRIVE, QUINCY, MA, 021690916
- Plan Type: DB
- Total Participants: 15
- Total Assets: $18.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 15 | $18.3M | $85,000 | $0 |
| 2023 | 18 | $18.3M | $483,000 | $0 |
| 2022 | 20 | $17.3M | $260,000 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $70,086 | — | $70,086 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Recordkeeper | $48,000 | — | $48,000 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $27,403 | — | $27,403 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $25,765 | — | $25,765 |
| SCHAFFNER, KNIGHT & MINNAUGH & CO | Other Service Provider | $15,750 | — | $15,750 |
| HARTER, SECREST & EMERY LLP | Other Service Provider | $5,105 | — | $5,105 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,109
- Estimated Expense Ratio: 1.051% 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 | $275,218 | $48,000 | $25,765 | $15,750 | — |
| 2023 | $381,909 | — | — | — | — |
| 2022 | $378,622 | $84,000 | — | — | $99,254 |