Plan Snapshot
- Plan Sponsor: Pyramid Advisors Limited Partnership
- Sponsor EIN: 043505086
- Sponsor Address: 30 ROWES WHARF, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 21,328
- Total Assets: $246.8M
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 | 21,328 | $246.8M | $9.2M | $25.0M |
| 2023 | 14,378 | $203.2M | $5.7M | $19.2M |
| 2022 | 6,345 | $99.4M | $1.8M | $7.7M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $15,950 | — | $15,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,950
- Estimated Expense Ratio: 0.006% 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 | $463,947 | $2,341 | — | $15,950 | — |
| 2023 | $378,553 | $3,093 | — | $41,700 | — |
| 2022 | $319,661 | — | — | — | — |