Plan Snapshot
- Plan Sponsor: Goulston & Storrs PC
- Sponsor EIN: 042738098
- Sponsor Address: ONE POST OFFICE SQUARE, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $397.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 324 | $397.6M | $0 | $0 |
| 2024 | 331 | $371.1M | $0 | $0 |
| 2023 | 347 | $305.9M | $0 | $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 |
|---|---|---|---|---|
| PRICEWATERHOUSE COOPERS LLP | Auditor | $32,000 | — | $32,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSE COOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,000
- Estimated Expense Ratio: 0.008% 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 |
|---|---|---|---|---|---|
| 2025 | $334,521 | $126,888 | — | $32,000 | — |
| 2024 | $297,664 | $119,564 | — | $31,000 | — |
| 2023 | $148,516 | $115,508 | $3,308 | — | $29,700 |