Plan Snapshot
- Plan Sponsor: Isaacson Miller
- Sponsor EIN: 043061714
- Sponsor Address: 7 WHITTIER PL, BOSTON, MA, 02114
- Plan Type: DC
- Total Participants: 242
- Total Assets: $48.4M
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 | 242 | $48.4M | $1.3M | $2.4M |
| 2023 | 266 | $42.5M | $2.2M | $2.4M |
| 2022 | 267 | $36.0M | $1.8M | $2.1M |
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 |
|---|---|---|---|---|
| RPW SOLUTIONS LLC | Investment Advisor | $44,657 | — | $44,657 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $41,135 | — | $41,135 |
| EMPOWER LIFE & ANNUITY INSURANCE | Recordkeeper | $37,511 | — | $37,511 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,303
- Estimated Expense Ratio: 0.255% 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 |
|---|---|---|---|---|---|
| 2024 | $123,303 | — | — | — | — |
| 2023 | $107,874 | — | — | — | — |
| 2022 | $107,503 | $107,503 | — | — | — |