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Original filing (PDF)20250512143149NAL0026924032001
FOSTER & ELDRIDGE, LLP
Form 5500-SF
FILING_RECEIVED
FOSTER & ELDRIDGE, LLP 401(K) PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
59
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOSTER & ELDRIDGE, LLP.
Plan sponsor
Name
FOSTER & ELDRIDGE, LLP
EIN
20-0633922
Address
300 TRADE CENTER, STE 2610 · WOBURN, MA · 01801
Phone
(617) 252-3366
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
COMPASS 360
EIN
81-1939215
City
US STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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