# The Society For The Preservation Of New DC Plan
Source: https://planprovider.pro/companies/the-society-for-the-preservation-of-new-england-antiquities-plan

> The Society For The Preservation Of New's DC plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Society For The Preservation Of New

- **Sponsor EIN:** 042104937

- **Sponsor Address:** 151 ESSEX STREET, HAVERHILL, MA, 018325564

- **Plan Type:** DC

- **Total Participants:** 99

- **Total Assets:** $17.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|99|$17.4M|$201,921|$690,288|

| 2023|90|$17.5M|$188,560|$592,571|

| 2022|80|$15.0M|$166,910|$524,990|

## 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|

| BOLLUS LYNCH, 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|$28,775|$28,775|—|—|—|

| 2023|$22,472|$22,472|—|—|—|

| 2022|$22,286|$22,286|—|—|—|

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