Plan Snapshot
- Plan Sponsor: Nutter, Mcclennen & Fish, LLP
- Sponsor EIN: 042106505
- Sponsor Address: SEAPORT WEST, BOSTON, MA, 022102698
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $152.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 289 | $152.1M | $799,559 | $4.8M |
| 2023 | 274 | $125.7M | $731,344 | $4.4M |
| 2022 | 252 | $107.4M | $680,692 | $4.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVEST INST OPS CO LLC | Recordkeeper | $39,879 | — | $39,879 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVEST INST OPS CO LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,879
- Estimated Expense Ratio: 0.026% 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 | $94,131 | $4,714 | — | — | — |
| 2023 | $51,029 | $9,384 | — | — | — |
| 2022 | $26,013 | $26,013 | — | — | — |