Plan Snapshot
- Plan Sponsor: Behavioral Connections, INC.
- Sponsor EIN: 743236230
- Sponsor Address: 792 PLYMOUTH STREET, BRIDGEWATER, MA, 02324
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 154
- Total Assets: $2.3M
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. |
|---|---|---|---|---|
| 2025 | 154 | $2.3M | $0 | $0 |
| 2024 | 93 | $1.7M | $151,251 | $243,044 |
| 2023 | 95 | $1.2M | $186,985 | $235,616 |
| 2022 | 95 | $732,673 | $71,064 | $215,662 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $21,969 | — | $21,969 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,969
- Estimated Expense Ratio: 0.967% 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 |
|---|---|---|---|---|---|
| 2025 | $180,629 | — | $20,183 | — | — |
| 2024 | $17,722 | — | $1,758 | — | — |
| 2023 | $18,876 | — | $18,876 | — | — |
| 2022 | $3,209 | — | — | — | — |