Plan Snapshot
- Plan Sponsor: Goulston & Storrs PC
- Sponsor EIN: 042738098
- Sponsor Address: ONE POST OFFICE SQUARE, BOSTON, MA, 02109
- Plan Type: DB
- Total Participants: 114
- Total Assets: $59.9M
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. |
|---|---|---|---|---|
| 2025 | 114 | $59.9M | $0 | $0 |
| 2024 | 144 | $72.2M | $0 | $0 |
| 2023 | 137 | $74.9M | $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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | Auditor | $32,360 | — | $32,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,360
- Estimated Expense Ratio: 0.054% 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 | $137,226 | $102,502 | — | $32,360 | — |
| 2024 | $221,881 | $169,065 | — | $27,500 | — |
| 2023 | $206,118 | $173,556 | — | — | — |