Plan Snapshot
- Plan Sponsor: Manning Gross + Massenburg LLP
- Sponsor EIN: 043339733
- Sponsor Address: 125 HIGH STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 463
- Total Assets: $59.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 463 | $59.3M | $1.6M | $4.2M |
| 2023 | 371 | $46.7M | $1.4M | $3.4M |
| 2022 | 311 | $35.6M | $1.1M | $2.7M |
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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | TPA | — | $23,937 | $23,937 |
| FORVIS MARZARS | SERVICE PROVIDER | $17,850 | — | $17,850 |
| MORNINGSTAR | ADVISOR | — | $7,586 | $7,586 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MARZARS — SERVICE PROVIDER
- MORNINGSTAR — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,373
- Estimated Expense Ratio: 0.083% 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 | $36,900 | $17,850 | $17,600 | — | — |
| 2023 | $31,960 | — | $31,960 | — | — |
| 2022 | $69,575 | — | $69,575 | — | — |