Plan Snapshot
- Plan Sponsor: Baim Institute For Clinical Research, INC.
- Sponsor EIN: 043521077
- Sponsor Address: 930 COMMONWEALTH AVENUE, BOSTON, MA, 02215
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 72 | $17.6M | $234,149 | $795,530 |
| 2023 | 74 | $16.5M | $233,047 | $764,251 |
| 2022 | 65 | $15.3M | $165,856 | $665,653 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,771 | $20,166 | — | — | — |
| 2023 | $28,882 | $18,256 | — | — | — |
| 2022 | $35,043 | $268 | — | — | — |