# Princeton Properties Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/princeton-properties-management-inc-401k-plan

> Princeton Properties Management, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Princeton Properties Management, INC.

- **Sponsor EIN:** 043139264

- **Sponsor Address:** 1115 WESTFORD ST, LOWELL, MA, 01851

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

- **Total Participants:** 207

- **Total Assets:** $24.6M

## 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|207|$24.6M|$375,109|$1.5M|

| 2023|206|$22.7M|$351,986|$1.4M|

| 2022|202|$19.6M|$360,015|$1.4M|

## 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|

| MORGAN STANLEY GRAYSTONE CONSULTING|INVESTMENT ADVISOR|$16,129|—|$16,129|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,908|—|$13,908|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY GRAYSTONE CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,037

- **Estimated Expense Ratio:** 0.122% 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|$30,037|$16,129|—|—|—|

| 2023|$70,558|—|—|—|—|

| 2022|$20,326|—|—|—|—|

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