Plan Snapshot
- Plan Sponsor: Bamboo Rose, LLC
- Sponsor EIN: 813065654
- Sponsor Address: 17 ROGERS STREET, GLOUCESTER, MA, 01930
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 86 | $15.9M | $347,040 | $1.4M |
| 2023 | 93 | $14.0M | $257,570 | $1.1M |
| 2022 | 86 | $13.4M | $272,285 | $1.1M |
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 |
|---|---|---|---|---|
| GRAY GRAY AND GRAY LLP | 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 | -$120 | — | — | — | — |
| 2023 | $3,239,414 | — | $744 | — | — |
| 2022 | $1,011,182 | — | $819 | — | — |