Plan Snapshot
- Plan Sponsor: Shepley Bulfinch Richardson And Abbott
- Sponsor EIN: 042504672
- Sponsor Address: 99 CHAUNCY STREET, BOSTON, MA, 02111
- Plan Type: DC
- Total Participants: 179
- Total Assets: $40.2M
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 | 179 | $40.2M | $704,914 | $2.3M |
| 2023 | 175 | $34.1M | $647,959 | $2.1M |
| 2022 | 173 | $29.8M | $480,031 | $1.9M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $60,733 | — | $60,733 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $35,809 | — | $35,809 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,542
- Estimated Expense Ratio: 0.240% 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 | $96,542 | $60,733 | — | — | — |
| 2023 | $83,275 | $52,747 | — | — | — |
| 2022 | $94,936 | — | — | — | — |