# Onboard Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/onboard-partners-llc-401k-plan

> Onboard Partners LLC's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Onboard Partners LLC

- **Sponsor EIN:** 043195818

- **Sponsor Address:** 855 BOYLSTON ST, BOSTON, MA, 02116

- **Plan Type:** 401(k)

- **Total Participants:** 101

- **Total Assets:** $24.8M

## 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|101|$24.8M|$568,847|$1.3M|

| 2023|92|$22.7M|$484,291|$1.1M|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## 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|$25,981|—|—|—|—|

| 2023|$18,125|—|—|—|—|

## Similar Plans

- [Scientific Systems Company, INC.](https://planprovider.pro/companies/scientific-systems-company-inc-401k-plan) — 99 participants

- [Howard/Stein-Hudson Associates, INC](https://planprovider.pro/companies/howard-stein-hudson-associates-inc-401k-plan) — 96 participants

- [Scientific Systems Company, INC.](https://planprovider.pro/companies/scientific-systems-company-inc-plan) — 94 participants

- [Novarica, INC.](https://planprovider.pro/companies/novarica-inc-401k-plan) — 90 participants

- [Woods Hole Group](https://planprovider.pro/companies/woods-hole-group-401k-plan) — 90 participants

- [Investor Group Services, LLC](https://planprovider.pro/companies/investor-group-services-llc-401k-plan) — 89 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/onboard-partners-llc-401k-plan)

© 2026 PlanProvider.Pro