Plan Snapshot
- Plan Sponsor: Riemer & Braunstein LLP
- Sponsor EIN: 042126351
- Sponsor Address: 100 CAMBRIDGE STREET, BOSTON, MA, 02114
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $87.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 146 | $87.6M | $0 | $2.5M |
| 2023 | 148 | $78.5M | $0 | $2.5M |
| 2022 | 155 | $66.8M | $0 | $2.2M |
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 |
|---|---|---|---|---|
| HUB RETIREMENT & WEALTH MANAGEMENT | Investment Advisor | $67,268 | — | $67,268 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $50,000 | — | $50,000 |
| FORVIS | Auditor | $15,014 | — | $15,014 |
| RPW SOLUTIONS LLC | Investment Advisor | $9,700 | — | $9,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,982
- Estimated Expense Ratio: 0.162% 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 | $143,477 | — | — | — | — |
| 2023 | $122,307 | — | — | — | — |
| 2022 | $124,026 | $124,026 | — | — | — |