Plan Snapshot
- Plan Sponsor: Hinckley, Allen & Snyder LLP
- Sponsor EIN: 050262309
- Sponsor Address: 100 WESTMINSTER STREET, PROVIDENCE, RI, 02903
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $177.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 365 | $177.6M | $3.9M | $4.0M |
| 2023 | 339 | $160.4M | $3.6M | $3.7M |
| 2022 | 350 | $139.8M | $3.3M | $3.4M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $82,169 | — | — | — | — |
| 2023 | $81,651 | — | — | — | — |
| 2022 | $82,157 | — | — | — | $60,000 |