# Sheehan Phinney Bass & Green PA DC Plan
Source: https://planprovider.pro/companies/sheehan-phinney-bass-green-pa-plan-001

> Sheehan Phinney Bass & Green PA's DC plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheehan Phinney Bass & Green PA

- **Sponsor EIN:** 020315777

- **Sponsor Address:** 1000 ELM STREET, MANCHESTER, NH, 031053701

- **Plan Type:** DC

- **Total Participants:** 114

- **Total Assets:** $83.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|114|$83.5M|$1.9M|$1.8M|

| 2023|113|$80.8M|$1.5M|$1.5M|

| 2022|98|$77.6M|$0|$1.2M|

## 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|

| NATHAN WECHSLER & COMPANY, P.A.|Auditor|—|—|$0|

## 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|$597|—|$300|—|—|

| 2023|-$3,096|—|—|—|—|

| 2022|-$78|—|—|—|—|

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