Employers › COVR Promo
Recordkeeping fees per participant · Mintz Levin Cohn Ferris Glovsky and Popeo Savings and Retirement Plan · plan year 2024
$66.99
Higher than 74% of the 1,697 plans $250M to 1B that report it.
= $125,409 / 1,872
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260105080925NAL0005180129001, received 2026-01-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260105080925NAL0005180129001, received 2026-01-05
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-03-31 to 2025-03-29, filing received 2026-01-05.
Administrative expenses excluding investment management, per participant
$66.99
Higher than 50% of the 2,324 plans $250M to 1B that report it.
= $125,409 / 1,872
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260105080925NAL0005180129001, received 2026-01-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260105080925NAL0005180129001, received 2026-01-05
Administrative expenses per participant
$111.52
Higher than 66% of the 2,405 plans $250M to 1B that report it.
= $208,773 / 1,872
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260105080925NAL0005180129001, received 2026-01-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260105080925NAL0005180129001, received 2026-01-05
Administrative expenses as a share of assets
0.031%
Higher than 18% of the 2,407 plans $250M to 1B that report it.
= $208,773 / $665,092,781
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260105080925NAL0005180129001, received 2026-01-05
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260105080925NAL0005180129001, received 2026-01-05
Employer contributions per participant
$8,594
Higher than 91% of the 2,457 plans $250M to 1B that report it.
= $16,087,619 / 1,872
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260105080925NAL0005180129001, received 2026-01-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260105080925NAL0005180129001, received 2026-01-05
Employer share of total contributions
39.5%
Higher than 74% of the 2,459 plans $250M to 1B that report it.
= $16,087,619 / $40,691,112
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260105080925NAL0005180129001, received 2026-01-05
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260105080925NAL0005180129001, received 2026-01-05
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260105080925NAL0005180129001, received 2026-01-05
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Plan name | MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO SAVINGS AND RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Sponsor EIN / plan number | 04-2718459 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Plan year | 2024-03-31 to 2025-03-29 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Filing received | 2026-01-05 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Participants, beginning of year | 1,887 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Active participants | 1,120 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Participants, end of year | 1,898 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Participants with an account balance | 1,872 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Total assets, beginning of year | $676,243,696 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Total assets, end of year | $665,092,781 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Net assets, end of year | $665,092,781 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Total income | $79,977,771 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Net income | $-11,150,915 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Employer contributions | $16,087,619 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Participant contributions | $19,591,693 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Other contributions (incl. rollovers) | $5,011,800 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Total contributions | $40,691,112 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Benefit payments | $90,898,792 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Total expenses (incl. benefit payments) | $91,128,686 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Total administrative expenses | $208,773 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Recordkeeping fees | $125,409 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Investment advisory and management fees | $83,364 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Administrative expenses excluding investment management | $125,409 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Held in common/collective trusts | $6,486,548 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Held in mutual funds | $603,401,322 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260105080925NAL0005180129001, received 2026-01-05 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260105080925NAL0005180129001, received 2026-01-05 |
Position = column in the DOL layout for form year 2024. Filing 20260105080925NAL0005180129001, received 2026-01-05.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | NONE | 27 Investment advisory (plan) | $83,364 | no |
| FIDELITY INVESTMENTS INST OP CO LLCrecordkeeper | NONE | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $68,337 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260105080925NAL0005180129001, received 2026-01-05.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $676,243,696 | $665,092,781 | -1.6% |
| Participants with a balance | 1,862 | 1,872 | 0.5% |
| Administrative expenses | $213,651 | $208,773 | -2.3% |
| Recordkeeping fees per participant | $66.18 | $66.99 | 1.2% |
| Employer contributions | $15,216,543 | $16,087,619 | 5.7% |
Prior filing 20250109104231NAL0020314288001, received 2025-01-09; the plan years are contiguous.
Sponsor name as filed: MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC; SEC registrant: COVR Promo Inc (CIK 2147676, matched by EIN).