# Sullivan & Worcester LLP 401(k) Plan
Source: https://planprovider.pro/companies/sullivan-worcester-llp-401k-plan

> Sullivan & Worcester LLP's 401(k) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sullivan & Worcester LLP

- **Sponsor EIN:** 042387531

- **Sponsor Address:** ONE POST OFFICE SQUARE, BOSTON, MA, 02109

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

- **Total Participants:** 64

- **Total Assets:** $23.8M

## 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|64|$23.8M|$313,080|$1.0M|

| 2023|64|$22.2M|$272,131|$1.0M|

| 2022|59|$20.2M|$290,431|$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|

| CBIZ CPAS P.C.|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|$25,139|$24,989|—|—|—|

| 2023|$23,245|$19,187|—|—|—|

| 2022|$30,069|$11,062|—|—|—|

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