# Shepley Bulfinch Richardson And Abbott DC Plan
Source: https://planprovider.pro/companies/shepley-bulfinch-richardson-and-abbott-plan

> Shepley Bulfinch Richardson And Abbott's DC plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — 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|$96,542|$60,733|—|—|—|

| 2023|$83,275|$52,747|—|—|—|

| 2022|$94,936|—|—|—|—|

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