Plan Snapshot
- Plan Sponsor: Bain And Company, INC.
- Sponsor EIN: 042878322
- Sponsor Address: 131 DARTMOUTH STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 6,046
- Total Assets: $2.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,046 | $2.4B | $82.2M | $109.2M |
| 2023 | 6,441 | $2.0B | $78.1M | $103.2M |
| 2022 | 6,212 | $1.5B | $64.8M | $80.8M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | NONE | $327,452 | — | $327,452 |
| VANGUARD ADVISORS | NONE | $292,023 | — | $292,023 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISORS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $619,475
- Estimated Expense Ratio: 0.025% 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 | $624,206 | — | $612,434 | — | — |
| 2023 | $591,715 | — | $583,421 | — | — |
| 2022 | $576,295 | — | $576,295 | — | — |