Plan Snapshot
- Plan Sponsor: Overture Partners, LLC
- Sponsor EIN: 043566270
- Sponsor Address: 57 WELLS AVENUE SUITE 22, NEWTON, MA, 02459
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $4.4M
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 | 105 | $4.4M | $0 | $804,395 |
| 2023 | 107 | $4.8M | $0 | $639,409 |
| 2022 | 104 | $3.9M | $0 | $560,492 |
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 | $7,544 | — | — | — | — |
| 2023 | $7,498 | — | — | — | — |
| 2022 | $7,050 | — | — | — | — |