# Baystate Pool Supplies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/baystate-pool-supplies-inc-401k-plan

> Baystate Pool Supplies, INC.'s 401(k) plan: 384 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baystate-pool-supplies-inc-401k-plan)

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