Plan Snapshot
- Plan Sponsor: Wolf, Greenfield & Sacks, P.C.
- Sponsor EIN: 042613631
- Sponsor Address: 600 ATLANTIC AVENUE, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $213.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 438 | $213.2M | $4.9M | $6.3M |
| 2023 | 433 | $180.2M | $4.6M | $5.7M |
| 2022 | 422 | $147.2M | $4.1M | $5.0M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS | RETAINED BY CLIENT | $124,918 | — | $124,918 |
| JOHN HANCOCK RETIREMENT PLAN SRVS | RETAINED BY EMPLOYER | $105,962 | — | $105,962 |
| CBIZ CPAS P.C. | RETAINED BY CLIENT | $21,000 | — | $21,000 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVS — RETAINED BY EMPLOYER
- MMA SECURITIES LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $258,380
- Estimated Expense Ratio: 0.121% 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 | $258,380 | $162,359 | $75,021 | $21,000 | — |
| 2023 | $162,160 | $53,763 | $89,397 | $19,000 | — |
| 2022 | $169,737 | $31,035 | $110,702 | — | $28,000 |