Plan Snapshot
- Plan Sponsor: Baystate Pool Supplies, INC.
- Sponsor EIN: 043098928
- Sponsor Address: 301 TREBLE COVE RD, BILLERICA, MA, 01862
- Plan Type: 401(k)
- Total Participants: 384
- 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 | 384 | $15.9M | $194,037 | $1.1M |
| 2023 | 372 | $12.9M | $172,625 | $996,581 |
| 2022 | 311 | $10.2M | $81,196 | $456,291 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $35,368 | — | $35,368 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $22,891 | — | $22,891 |
| MURPHY GAUDREAU HOSKINSON, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,259
- Estimated Expense Ratio: 0.366% 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 | $61,537 | $38,646 | — | — | — |
| 2023 | $47,793 | $29,858 | — | — | — |
| 2022 | $15,182 | $349 | — | — | — |