# Spagnolo/Gisness & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/spagnolo-gisness-associates-inc-401k-plan

> Spagnolo/Gisness & Associates, INC.'s 401(k) plan: 44 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spagnolo/Gisness & Associates, INC.

- **Sponsor EIN:** 043110104

- **Sponsor Address:** 99 HIGH STREET, BOSTON, MA, 02110

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

- **Total Participants:** 44

- **Total Assets:** $10.2M

## 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|44|$10.2M|$132,711|$593,357|

| 2023|82|$9.3M|$240,042|$979,611|

| 2022|123|$9.7M|$291,634|$1.0M|

## 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|

| GRAY, GRAY, & GRAY LLP|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|$47,434|$28,366|—|—|—|

| 2023|$46,723|$28,097|—|—|—|

| 2022|$48,377|—|—|—|—|

## Similar Plans

- [Sv Design, LLC](https://planprovider.pro/companies/sv-design-llc-401k-plan) — 41 participants

- [Prellwitz/Chilinski Associates, INC.](https://planprovider.pro/companies/prellwitz-chilinski-associates-inc-plan) — 48 participants

- [Architectural Resources Cambridge, INC.](https://planprovider.pro/companies/architectural-resources-cambridge-inc-401k-plan) — 49 participants

- [Cambridge Seven Associates INC.](https://planprovider.pro/companies/cambridge-seven-associates-inc-plan) — 49 participants

- [Bargmann Hendrie & Archetype, INC.](https://planprovider.pro/companies/bargmann-hendrie-archetype-inc-401k-plan) — 36 participants

- [Bruner / Cott & Associates, INC.](https://planprovider.pro/companies/bruner-cott-associates-inc-401k-plan) — 34 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/spagnolo-gisness-associates-inc-401k-plan)

© 2026 PlanProvider.Pro