Plan Snapshot
- Plan Sponsor: New England Law Boston
- Sponsor EIN: 042152671
- Sponsor Address: 154 STUART ST, BOSTON, MA, 02116
- Plan Type: 403(b)
- Total Participants: 85
- Total Assets: $87.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 85 | $87.0M | $852,244 | $714,475 |
| 2023 | 75 | $79.7M | $817,585 | $710,468 |
| 2022 | 84 | $71.4M | $898,940 | $734,323 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $33,198 | $22,848 | — | — | — |
| 2023 | $26,844 | $24,837 | — | — | — |
| 2022 | $45,259 | $18,750 | — | — | $24,965 |