Plan Snapshot
- Plan Sponsor: The Brattle Group, INC.
- Sponsor EIN: 043254813
- Sponsor Address: ONE BEACON STREET, BOSTON, MA, 02108
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $183.2M
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 | 388 | $183.2M | $5.0M | $4.9M |
| 2023 | 377 | $157.0M | $4.5M | $5.0M |
| 2022 | 395 | $133.3M | $4.0M | $4.8M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $122,838 | — | — | — | — |
| 2023 | $143,592 | — | — | — | — |
| 2022 | $58,819 | — | — | — | — |