Plan Snapshot
- Plan Sponsor: Hamilton, Brook, Smith & Reynolds, P.C.
- Sponsor EIN: 043052260
- Sponsor Address: 55 OLD BEDFORD RD, LINCOLN, MA, 01773
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $60.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 70 | $60.3M | $0 | $1.2M |
| 2023 | 72 | $55.0M | $36 | $1.1M |
| 2022 | 75 | $47.9M | $195,059 | $1.2M |
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 |
|---|---|---|---|---|
| GRAY, GRAY & GRAY LLP | Auditor | — | — | $0 |
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 | $55,562 | $32,884 | $300 | — | — |
| 2023 | $65,454 | $703 | — | — | — |
| 2022 | $73,434 | — | — | — | — |