# Weston Associates Management Co. 401(k) Plan
Source: https://planprovider.pro/companies/weston-associates-management-co-401k-plan

> Weston Associates Management Co.'s 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Weston Associates Management Co.

- **Sponsor EIN:** 042577565

- **Sponsor Address:** 170 NEWBURY STREET, BOSTON, MA, 02116

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

- **Total Participants:** 87

- **Total Assets:** $5.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|87|$5.7M|$102,056|$418,136|

| 2023|128|$5.4M|$118,488|$402,475|

| 2022|125|$4.4M|$94,057|$395,301|

## 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|

| ADP, INC.|RECORD KEEPER|$12,593|—|$12,593|

| GALLAGHER BENEFIT SERVICES|CONSULTANT|$10,002|—|$10,002|

| CARON & BLETZER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [GALLAGHER BENEFIT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

- [CARON & BLETZER](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,595

- **Estimated Expense Ratio:** 0.394% of plan assets

### 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|$22,595|$10,002|—|—|—|

| 2023|$36,420|$10,000|—|—|—|

| 2022|$42,611|—|—|—|—|

## Similar Plans

- [Gatehouse Management, INC.](https://planprovider.pro/companies/gatehouse-management-inc-401k-plan) — 96 participants

- [Kensington Investment Company, INC.](https://planprovider.pro/companies/kensington-investment-company-inc-401k-plan) — 66 participants

- [The Wilder Companies](https://planprovider.pro/companies/the-wilder-companies-401k-plan) — 59 participants

- [Carruth Capital, LLC](https://planprovider.pro/companies/carruth-capital-llc-401k-plan) — 50 participants

- [The Shoreline Corporation](https://planprovider.pro/companies/the-shoreline-corporation-401k-plan) — 39 participants

- [The Grossman Companies, INC.](https://planprovider.pro/companies/the-grossman-companies-inc-401k-plan) — 33 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/weston-associates-management-co-401k-plan)

© 2026 PlanProvider.Pro