Plan Snapshot
- Plan Sponsor: Loring, Wolcott & Coolidge Trust, LLC
- Sponsor EIN: 273396508
- Sponsor Address: 230 CONGRESS STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $42.0M
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 | 95 | $42.0M | $670,445 | $1.3M |
| 2023 | 94 | $33.1M | $642,697 | $1.3M |
| 2022 | 92 | $25.3M | $614,750 | $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 |
|---|---|---|---|---|
| CROWE 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 | $525 | — | — | — | — |
| 2023 | $638 | — | — | — | — |
| 2022 | $606 | — | — | — | — |