# Peabody Properties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/peabody-properties-inc-401k-plan

> Peabody Properties, INC.'s 401(k) plan: 619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|—|

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