# Hamilton, Brook, Smith & Reynolds, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/hamilton-brook-smith-reynolds-p-c-plan

> Hamilton, Brook, Smith & Reynolds, P.C.'s 401(k) plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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