Plan Snapshot
- Plan Sponsor: Goulston & Storrs PC
- Sponsor EIN: 042738098
- Sponsor Address: ONE POST OFFICE SQUARE, BOSTON, MA, 02109
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 101
- Total Assets: $22.1M
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 | 101 | $22.1M | $0 | $2.0M |
| 2023 | 104 | $20.8M | $0 | $2.0M |
| 2022 | 112 | $17.3M | $0 | $2.2M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | $32,000 | — | $32,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $10,746 | — | $10,746 |
| MORGAN STANLEY | Investment Advisor | $7,302 | — | $7,302 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,048
- Estimated Expense Ratio: 0.227% 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 | $50,048 | $7,302 | — | — | — |
| 2023 | $47,044 | $7,174 | — | $31,000 | — |
| 2022 | $36,608 | $6,855 | $53 | — | $29,700 |