# Wolf, Greenfield & Sacks, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/wolf-greenfield-sacks-p-c-401k-plan

> Wolf, Greenfield & Sacks, P.C.'s 401(k) plan: 438 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wolf-greenfield-sacks-p-c-401k-plan)

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