# Sullivan & Worcester LLP DC Plan
Source: https://planprovider.pro/companies/sullivan-worcester-llp-plan-002

> Sullivan & Worcester LLP's DC plan: 197 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:** DC

- **Total Participants:** 197

- **Total Assets:** $117.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|197|$117.9M|$206,037|$3.1M|

| 2023|191|$108.1M|$184,630|$3.0M|

| 2022|188|$102.4M|$195,893|$2.9M|

## 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|

| 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|$87,882|$86,607|—|—|—|

| 2023|$75,647|$73,747|—|—|—|

| 2022|$100,805|$49,617|—|—|—|

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