Plan Snapshot
- Plan Sponsor: Perkins School For The Blind
- Sponsor EIN: 042103616
- Sponsor Address: BUSINESS OFFICE, WATERTOWN, MA, 024722751
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 1,116
- Total Assets: $88.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,116 | $88.9M | $0 | $0 |
| 2024 | 638 | $80.2M | $1.3M | $0 |
| 2023 | 626 | $80.0M | $3.6M | $0 |
| 2022 | 560 | $68.0M | $3.5M | $0 |
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 |
|---|---|---|---|---|
| ROPES & GRAY | ERISA Attorney | $49,810 | — | $49,810 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | $38,000 | — | $38,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,810
- Estimated Expense Ratio: 0.099% 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 |
|---|---|---|---|---|---|
| 2025 | $10,928,308 | — | — | — | — |
| 2024 | $12,099 | — | — | — | — |
| 2023 | $108,513 | $76,000 | — | — | — |
| 2022 | $33,553 | — | — | — | — |