# Securities Finance Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/securities-finance-trust-company-401k-plan

> Securities Finance Trust Company's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Securities Finance Trust Company

- **Sponsor EIN:** 463307340

- **Sponsor Address:** ONE BOSTON PLACE, 24TH FLOOR, BOSTON, MA, 02108

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

- **Total Participants:** 100

- **Total Assets:** $18.5M

## 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|100|$18.5M|$222,416|$1.2M|

| 2023|96|$15.4M|$203,814|$1.0M|

| 2022|91|$13.0M|$198,771|$997,566|

## 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|

| BOIVIN & ASSOCIATES, CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BOIVIN & ASSOCIATES, CPA, LLC](https://planprovider.pro/provider/boivin-and-associates-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$15,414|$20,000|—|—|—|

| 2023|$13,702|$20,000|—|—|—|

| 2022|$17,218|—|—|—|—|

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