Plan Snapshot
- Plan Sponsor: Peabody Properties, INC.
- Sponsor EIN: 042580140
- Sponsor Address: 536 GRANITE ST, BRAINTREE, MA, 02184
- Plan Type: 401(k)
- Total Participants: 619
- Total Assets: $40.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 619 | $40.4M | $1.1M | $3.3M |
| 2023 | 566 | $37.0M | $1.0M | $3.1M |
| 2022 | 574 | $31.1M | $998,134 | $2.8M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $84,009 | — | $84,009 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $79,495 | — | $79,495 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,504
- Estimated Expense Ratio: 0.405% 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 | $167,464 | $87,969 | — | — | — |
| 2023 | $142,029 | $73,992 | $300 | — | — |
| 2022 | $143,344 | $347 | — | — | — |