Plan Snapshot
- Plan Sponsor: Grantham, Mayo, Van Otterloo & Co. LLC
- Sponsor EIN: 042691242
- Sponsor Address: 53 STATE STREET, BOSTON, MA, 02109
- Plan Type: DC
- Total Participants: 359
- Total Assets: $178.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 359 | $178.2M | $7.4M | $6.3M |
| 2023 | 362 | $152.0M | $9.9M | $6.3M |
| 2022 | 404 | $120.0M | $7.6M | $6.2M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,025 | — | — | — | — |
| 2023 | $4,424 | — | — | — | — |
| 2022 | $2,800 | — | — | — | — |